Temecula Valley Stock Exchange

Overview

Temecula Valley Stock Exchange is a very small, single-office investment adviser organized as a limited liability company that provides portfolio management services to individuals and small businesses. The firm charges a percentage-of-AUM fee and lists portfolio management as its primary advisory activity. Its filing indicates no active ESG program and it does not operate as a multi-state adviser. Investment activity is minimal in dollar terms but shows a clear preference for publicly traded equities as the primary liquid exposure. The firm also reports allocations to a range of third-party alternative managers — including private equity, hedge funds, private placements, real estate and managed futures — which suggests an intent to offer diversification beyond core equity holdings through external fund managers. The firm has an insurance-company industry affiliation noted in its filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices