EMETH VALUE CAPITAL, LLC
Firm details
- Headquarters
- NEW ORLEANS, Louisiana
- CRD number
- 310696
- Registered since
- November 7, 2024
- Website
- www.emethvaluecapital.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Charitable Organizations63.94%
- HNWI21.47%
- Pooled Investment Vehicles13.55%
- Individuals1.04%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Emeth Value Capital, LLC is a privately owned limited liability company that registered with the SEC in 2024. The firm serves both individual and family clients as well as institutional investors. Its advisory mandate centers on discretionary portfolio management across individual/small business accounts, pooled investment vehicles, and portfolios for businesses or other institutions. Compensation is primarily a percentage of assets under management, with performance-based fees used on some mandates. The firm reports a single-owner structure and is not identified as a capital allocator or as an ESG-focused manager. It operates under a straightforward advisory model rather than as a multi-state or related adviser arrangement.
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 1Andrew 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
Similar firms
BELLINGRATH WEALTH MANAGEMENT, L.L.C.
RIANEW ORLEANS, LA
DUMAINE INVESTMENTS LLC
RIANEW ORLEANS, LA
DEANE RETIREMENT STRATEGIES, INC.
RIANEW ORLEANS, LA
SEARCH FUND ACCELERATOR, LLC
RIANEW ORLEANS, LA
DOUCET ASSET MANAGEMENT, LLC
RIANEW ORLEANS, LA
BIENVENUE WEALTH LLC
RIANEW ORLEANS, LA