Emeth Value Capital, LLC
Firm details
- Headquarters
- New Orleans, Louisiana
- CRD number
- 310696
- Registered since
- November 7, 2024
- Website
- www.emethvaluecapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI59.16%
- Pooled Investment Vehicles35.04%
- Individuals4.79%
- Charitable Organizations1.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Emeth Value Capital, LLC is an SEC-registered investment adviser organized as an LLC that began its SEC registration in 2024. The firm is owned by an individual and serves both individual & family clients and institutional investors. Its core advisory capacity centers on discretionary portfolio management across retail clients, pooled investment vehicles, and business or institutional accounts. Compensation comes through a combination of a percentage-of-assets fee and performance-based fees. Emeth does not identify as an active ESG investor and is not set up as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Andrew Carreon
Founder and Managing PartnerCRD 7293017
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New Orleans, LA
Orleans
Location
New Orleans, LA
Headquartered in New Orleans, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Orleans
- Address
- 631 Saint Charles Ave
- Time zone
- CT (UTC-6)
- Office locations
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