Highcrest Capital, LLC
SEC RegisteredWE ARE EXPLORERS ON THE INVESTING FRONTIER.
About the firm
Highcrest Capital exists to explore the financial frontier in search of truly unique investments. For the past six years they have set out to expand the investment universe and provide clients with better investment returns. Their strategies are unconventional, mission driven, and well researched.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Credit Strategies and Opportunistic Strategies; uses technology and innovation to create products that meet pressing investment needs outside ordinary channels.
Who they serve
Qualified investors who want to keep capital away from marketplace noise and escape stock market risks, rather than seeking speculative gains.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 2 | $759M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Founders Group | 1.00% |
| Non-Founders Group | 2.00% |
Data as of May 29, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Highcrest Capital, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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