Value Trend Capital Management LP

Overview

Value Trend Capital Management LP is a small, SEC-registered limited partnership that acts as an institutional registered investment adviser. The firm was registered with the SEC in 1999 and is owner-operated by an individual. Its stated advisory activity is portfolio management for investment companies, and its client base is institutional rather than retail. Compensation is billed as a percentage of assets under management. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or capital allocator. The business appears narrowly focused and operationally compact; descriptive records indicate a single institutional relationship is the center of the firm’s activity rather than a broad retail or high-net-worth practice.

Assets & Accounts