VALUENGINE CAPITAL MANAGEMENT LLC

Overview

Valuengine Capital Management LLC is a small, equity-oriented registered adviser that manages discretionary portfolios for individuals, families and small businesses. The firm’s filings show a clear preference for exchange-traded equities and ETFs as core building blocks, using separate account management alongside pooled mutual fund exposure. Valuengine acts as a capital allocator and also selects other advisers, which suggests it deploys third‑party managers for specialized sleeves or alternative allocations rather than attempting to run every strategy in‑house. The firm charges clients on a percentage‑of‑AUM basis and does not identify itself as an active ESG investor. Portfolio construction appears tilted toward liquid, exchange‑traded instruments with a secondary allocation to real estate exposure via REITs. That mix implies a focus on transparent, tradable holdings for most clients, with selectively outsourced exposure to less liquid strategies when needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices