TRAILHEAD PACIFIC, LLC

TRAILHEAD PACIFIC, LLC is an SEC-registered investment adviser (CRD 290747). Regulatory assets under management: $102.7M.

Registration

• CRD: 290747
• Type: Registered investment adviser
• Phone: 972-333-3367
• Latest filing: 2026-03-20
• Regulatory AUM: $102.7M
• Discretionary AUM: $102.7M
• Clients: 2
• Accounts: 6

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290747 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search