United Value Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 300533
- Registered since
- December 13, 2024
- Website
- www.unitedvaluecapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI54.92%
- Insurance Companies45.08%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
United Value Capital, LLC is an SEC-registered limited liability advisory firm (registered in 2024) that manages portfolios for individuals, families and small businesses as well as for business or institutional clients. The firm is owned by an individual and positions itself around discretionary portfolio management rather than acting as a capital allocator. Its fee arrangements are flexible and include percentage-of-AUM billing, fixed fees and performance-based fees. United Value Capital does not list itself as an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Investment Grade Corp Bonds55%
- Exchange Traded Equities30%
- Cash & Cash Equivalents10%
- State & Local Bonds4%
- Non-Investment Grade Corp Bonds1%
Contacts
1 of 1Robert Connelly
Porfolio ManagerCRD 6058729
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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