Value Trend Capital Management LP

Value Trend Capital Management LP (CRD# 108716) is a financial advisory firm headquartered in El Cajon, CA. They manage $4,595,400 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $417,764
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Value Trend Capital Management LP
No Advisor Found.
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