Metatrends LLC

Overview

Metatrends LLC operates as a small, owner-run registered investment adviser serving individual and family clients, with its advisory activity focused on portfolio management for individuals and small businesses. The firm is structured as a limited liability company and functions in conjunction with broker-dealer registration—meaning advisers at the firm serve as registered representatives of a broker-dealer while providing discretionary portfolio management under a percentage-of-AUM fee model. The firm does not position itself as an ESG investor, is not multi-state, and does not act as a capital allocator or pension consultant. Investment activity centers on broadly diversified public funds rather than bespoke alternative strategies or large separate account programs. Given the firm’s scale, client base and fee structure, Metatrends LLC appears to run a high-touch, concentrated practice that relies on pooled public investment vehicles for core exposure while maintaining flexibility to use other account types available through its broker-dealer affiliation.

Assets & Accounts

Investments & Alternatives

Location & Offices