Macro Trend, LLC

Overview

Macro Trend, LLC is a small, individually owned investment advisor that focuses on managing concentrated portfolios for individuals and families. The firm operates primarily as a capital allocator, combining direct equity exposure with allocations to third‑party alternative managers. Its advisory services emphasize portfolio management for individuals and small businesses, selection of outside managers and some pension consulting work. Fee arrangements include percentage‑of‑AUM and fixed fees. Macro Trend does not position itself as an ESG investor and does not report a multi‑state advisory footprint. Investment activity centers on equity exposure delivered through exchange‑traded instruments and separate account structures, supplemented by targeted allocations to external alternative managers. Given the firm’s client base and account counts, the investment approach appears tailored to high‑net‑worth individuals and families where customized equity exposure and manager selection are primary tools.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices