VALUE ROTATION STRATEGIES LLC

RIASEC Registered
Total AUM
$6.9M
Discretionary
$6.9M
100% of AUM
Avg account
$6.9M
Accounts
1
Employees
1
Advisory reps
2

Firm details

Headquarters
Los Angeles, California
CRD number
306500
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Value Rotation Strategies LLC is an LLC that operates as a hedge fund manager serving institutional clients. The firm focuses on portfolio management for pooled investment vehicles and charges a combination of percentage-of-assets and performance-based fees. Ownership is held by an individual; the manager also classifies itself as a hedge fund rather than a traditional RIA offering individual wealth advisory.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • ADAM SCOTCH

    PartnerCRD 2789460

  • GEOFFREY DOYLE

    Registered RepresentativeCRD 2712026

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
10880 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth