MEDORA VALUE EQUITY, LLC

Overview

Medora Value Equity, LLC is a small, discretionary investment adviser organized as a limited liability company that manages concentrated equity portfolios for individual, family and institutional clients. The firm’s advisory mandate centers on portfolio management for individuals, small businesses and institutions, and it charges fees as a percentage of assets under management. The firm identifies a clear preference for exchange-traded equities, allocating the bulk of client assets to publicly traded stocks and ETFs rather than fixed income or cash-heavy strategies. Medora Value Equity is not identified as an ESG-focused manager, nor as a pension consultant or multi-state adviser. Investment activity is executed on a discretionary basis, and the firm’s size and asset mix point to a boutique, hands-on equity manager profile—likely running separately managed account-style equity strategies with active stock selection. Custody arrangements include Interactive Brokers, which suggests direct-market execution and an emphasis on cost-efficient trading and custody for public securities.

Assets & Accounts

Public Holdings

Location & Offices