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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
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
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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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.
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