Asset ManagerRIA · CRD 322094SEC-RegisteredPrivate Fund Adviser

Updated:

Trace Capital Management

Trace Capital Management is an SEC-registered investment adviser in Houston, TX, registered since 2022. The firm manages approximately $1.7 billion in assets.

Trace Capital Management logo

Trace Capital Management

Trace Capital Management is an SEC-registered investment adviser in Houston, TX, registered since 2022. The firm manages approximately $1.7 billion in assets. It has 16 employees and 15 investment advisers.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

What types of clients does Trace Capital serve?

Trace Capital Management serves institutional allocators, including pension funds, endowments, and foundations, as well as high-net-worth individuals. The firm positions itself as a fiduciary asset manager rather than a family office.

What asset classes does Trace Capital invest in?

The firm invests across public equities, fixed income, private credit, and real assets. This multi-asset approach aims to generate risk-adjusted returns through diversification.

Is Trace Capital structured as a family office?

No. Trace Capital Management is described as an asset manager, not a single or multi-family office. It does not claim a wealth-origin affiliation with a specific family.

Does Trace Capital disclose its investment holdings?

Public disclosure of portfolio holdings is minimal. The firm does not publish a list of investments or co-investment partners, maintaining a low profile in public records.

Where is Trace Capital headquartered?

The firm's headquarters location is not publicly listed in accessible sources. No office addresses or regional focus have been confirmed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Asset Manager profiles