Adviser Profile
| As of Date | 12/15/2024 |
| Registration status | Registration Changed to UNITED VALUE CAPITAL, LLC |
| Contact Info | 801 xxxxxxx |
| Websites |
| AUM* | 129,000,000 34% |
| of that, discretionary | 129,000,000 34% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 6,450,000 -20% |
| % High Net Worth | 64.29% 29% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
- Insurance companies
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
No private funds