Emeth Value Capital, LLC

RIASEC & State Registered
Total AUM
$57.4M
Discretionary
$57.4M
100% of AUM
Avg account
$1.6M
Accounts
37
Employees
1
Advisory reps
1

Firm details

Headquarters
New Orleans, Louisiana
CRD number
310696
Registered since
November 7, 2024
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI59.16%
  • Pooled Investment Vehicles35.04%
  • Individuals4.79%
  • Charitable Organizations1.01%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Emeth Value Capital, LLC is a Louisiana-based limited liability company that provides discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and institutional clients. The firm is SEC-registered (registration year 2024) and is owned by an individual. Its client base spans individual & family investors as well as institutional relationships. Fee arrangements include a percentage-of-AUM charge and performance-based fees. Emeth reports it does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New Orleans, LA

Orleans

Location

New Orleans, LA

Headquartered in New Orleans, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.

Metro area
New Orleans-Metairie-Hammond, LA-MS
Region
South
County
Orleans
Address
631 Saint Charles Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth