Multi-Family OfficeRIA · CRD 291007SEC-RegisteredPrivate Fund Adviser

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Highcrest Capital

Highcrest Capital, LLC is an SEC-registered investment adviser in Fredericksburg, TX, registered since 2019. The firm manages approximately $824 million in...

Highcrest Capital

Highcrest Capital, LLC is an SEC-registered investment adviser in Fredericksburg, TX, registered since 2019. The firm manages approximately $824 million in assets. It has 20 employees and 10 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Fredericksburg

Corporate office

San Francisco, CA, United States

Sector focus

Private EquityReal EstateVenture Capital

Frequently asked questions

Who runs investment decisions at Highcrest Capital?

Highcrest Capital does not publicly name its investment committee members. The firm operates with a team approach, and decisions are believed to be made collectively by senior professionals. Unlike many family offices, no single named CEO or CIO is disclosed on its public materials (per public record).

How does Highcrest Capital source proprietary deal flow?

The firm sources deals through its network of family offices, advisors, and direct relationships with private equity and venture capital firms. By pooling capital from multiple families, Highcrest can present itself as a meaningful co-investor, gaining access to transactions that may not be broadly syndicated.

Is Highcrest Capital structured as a single or multi-family office?

Highcrest Capital is a multi-family office, not a single-family office. It serves multiple high-net-worth families, pooling their capital for direct investments. This structure allows the firm to act like an institutional investor while maintaining the flexibility and discretion of family office capital.

Does Highcrest Capital participate in fund commitments or only direct deals?

Highcrest Capital is known to participate in both primary fund commitments and direct co-investments. The firm’s model emphasizes direct deals, but as a multi-family office serving families with varying liquidity needs, it likely allocates a portion of portfolio to fund investments for diversification.

What investment stages does Highcrest Capital typically target?

Highcrest Capital targets a range of stages, including buyouts, growth equity, and venture capital. The firm also invests in real estate. Its preference is for private transactions where it can take meaningful equity positions alongside family capital.

Which sectors does Highcrest Capital explicitly avoid?

Highcrest Capital does not publicly disclose any specific sectors it avoids. However, like many family offices, it may avoid heavily regulated or low-return sectors. The firm’s sector focus is broad, including private equity, real estate, and venture capital across industries such as technology, healthcare, and specialty manufacturing.

Where does the underlying wealth come from for Highcrest Capital's clients?

The underlying wealth of Highcrest Capital's client families is not publicly disclosed. The firm serves multiple families, each with its own sources of capital. The firm does not reveal the identities or wealth origins of its clients, emphasizing confidentiality.

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