SourcingSourcing

TRAILS EDGE CAPITAL PARTNERS, LP

C31
CRD 335659·SEC 801-132963·ATLANTA, GA
AUM
$933.4M
$500M-$1B
Est. Revenue
$9.3M
@ 1% on AUM
Est. EBITDA
$2.8M
@ 30% margin
Est. Deal Value
$22.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRAILS EDGE CAPITAL PARTNERS, LP
CRD
335659
SEC file #
801-132963
EIN
331689212
DBA names
—

Economics

AUM
$933.4M
AUM band
$500M-$1B
AUM trajectory
'25'26
$389.0M → $933.4M▲ +140%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
7
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
3 advisors → 5 advisors▲ +67%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/14/2026
ADV-W filed at
—
Website
linkedin.com/company/trails-edge-capital-partners-lp(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
YEHUDAI, ORTAV, DANIEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
YEHUDAI, ORTAV, DANIEL
DIAZ, MATTHEW, JAMES
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:trailsedge.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002077247
Edgar Registered
Yes
Edgar Filing Count
17
Edgar First Filing Date
2025-07-21
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0002077247-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Morgan Stanley3
Northern Trust2
Edgar Addresses
Mailing
3455 PEACHTREE ROAD NE, SUITE 900ATLANTA, GA 30326
Business
3455 PEACHTREE ROAD NE, SUITE 900ATLANTA, GA 30326
Edgar EIN
331689212
Edgar Recent Filings
SCHEDULE 13G/A2026-05-15 · 0001493152-26-023791
13F-HR2026-05-15 · 0002077247-26-000003
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4432769
Trust Company Affiliate
No

People (2)

2
YEHUDAI, ORTAV, DANIEL
Direct Owner · 87.5%
4432769
DIAZ, MATTHEW, JAMES
Executive Officer · 2.5%
4866300