Overview
Assets Under Management: $116 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 6
Average Client Assets: $19.0 million
Frequently Asked Questions
VALUE TRUST CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #174070), VALUE TRUST CAPITAL LLC is subject to fiduciary duty under federal law.
VALUE TRUST CAPITAL LLC is headquartered in NEW YORK, NY.
VALUE TRUST CAPITAL LLC serves 6 high-net-worth clients according to their SEC filing dated February 26, 2018. View client details ↓
According to their SEC Form ADV, VALUE TRUST CAPITAL LLC offers portfolio management for individuals. View all service details ↓
VALUE TRUST CAPITAL LLC manages $116 million in client assets according to their SEC filing dated February 26, 2018.
According to their SEC Form ADV, VALUE TRUST CAPITAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.45%
Average Client Assets: $19.0 million
Total Client Accounts: 7
Discretionary Accounts: 7
Regulatory Filings
CRD Number: 174070
Filing ID: 1180231
Last Filing Date: 2018-02-26 15:49:00