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 LLC that registered with the SEC in 2024 and is owned by an individual. The firm advises both individual and family clients as well as institutional clients. Its advisory services include portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for businesses or institutions. The firm charges asset-based fees and may collect performance-based compensation, which suggests at least some client relationships or vehicles are managed with an incentive layer. Emeth Value Capital does not market itself as an ESG investor and, per available records, is not a multi-state adviser or a pension consultant.
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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