VALUEEX LTD
Firm details
- Headquarters
- FRESNO, California
- CRD number
- 336195
- Registered since
- April 7, 2025
Firm profile
FINTRXOverview
Valueex Ltd is a limited liability company that operates as both a broker-dealer and a commodity pool operator or commodity trading advisor. Established in 2025, the firm focuses on investment activities that include the management of private equity funds. While it does not actively engage in ESG investing, it maintains affiliations with other investment advisers and broker-dealers. The firm has a singular focus on its business activities and does not classify itself as a capital allocator or pension consultant.
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
Owners & executives
1 of 1CECILIA DELGADO
Chief Compliance OfficerCRD 7903826
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FRESNO, CA
FRESNO
Location
FRESNO, CA
Headquartered in FRESNO, CA, anchoring the Fresno-Madera-Hanford, CA metro in the West.
- Metro area
- Fresno-Madera-Hanford, CA
- Region
- West
- County
- FRESNO
- Address
- 265 E River Park Cir
- Time zone
- PT (UTC-8)
- Office locations
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