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 a small, SEC-registered investment adviser focused on portfolio management for individuals, pooled investment vehicles, and institutions. The firm is organized as an LLC, is individually owned, and appears to target both high-net-worth families/individuals and institutional clients. Its stated fee model combines a percentage-of-AUM charge with performance-based fees. Emeth is not identified as an active ESG investor and does not operate as a multi-state adviser under the snapshot data; it is classified as “unclassified” for reporting purposes. The firm’s SEC registration date is listed as 2024.
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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