Value Trend Capital Management LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in El Cajon, CA. Its latest Form ADV filing, dated March 19, 2026, reports $12M in regulatory assets under management, 1 employee, and 1 account.
Assets Under Management
$12M
Employees
1
Offices
--
Total Clients
<5
Primary office
EL CAJON, CA
1939 FRIENDSHIP DRIVE, SUITE C, EL CAJON, CA, United States
Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$12Mas of March 19, 2026
Discretionary100.0%
$12M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$12M
Total Accounts1
10Y AUM Change+$8M (+186.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee1:1
10Y Employee Change-1 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.