$20.0M Total AUM
$20.0M Disc. AUM
-- 3Y CAGR
2 Employees
29 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Deutsche Bank ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Matrix matrix
- Established Date
- 06-24-2016
- Office Locations
- 1
Office Locations
101 Dauphin Street Suite 850 Mobile AL
About Medora Value Equity, LLC
Medora is a value-oriented, long-term equity manager focused on compounding investor capital for retail and institutional clients. The firm is a single-advisor boutique and primarily implements public equity exposure through ETFs, with modest cash and derivatives allocations; accounts may be custodied at Interactive Brokers.
Team overview
39 AVG AGE
$20.0M AVG AUM / ADVISOR
$689.7K AVG AUM / CLIENT
9.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Zenith Vertex
Client Personas
Eagle bridge
Custodian
Momentum bridge
Investment Themes
Crest
Investment Vehicles
Catalyst capital
Services
Vector wave
Technology
Ember vital
Owner & Executives
No owner records available.
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Unlock allContacts
J
Jordan McMurphy Jones
--
- CRD
- #6658426
(469) 395-2824
radial.ember@momentumcapital.com
in linkedin.com/in/foundation-harbor
Showing 1 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,000,000
Equity - Exchange:
53.2% Cash:
46.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,665,345,833 | 53.2% |
| Cash | $3,224,401,974 | 46.8% |
| Total | $6,889,747,807 | 100.0% |