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Trondheim Capital, LLC

Trondheim Capital, LLC. CRD 152843

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CRD: 152843

Trondheim Capital, LLC

$71.0M Total AUM
$71.0M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Pershing
Clients
Retail and Institutional
Platforms
--
Established Date
04-09-2010
Office Locations
1

Office Locations

-- Paradise Valley AZ

About Trondheim Capital, LLC

Trondheim Capital is a Paradise Valley, AZ investment adviser managing portfolios for institutions, family offices, and individuals through separately managed accounts and other vehicles. Its flagship fund, Trondheim Capital Partners, launched in 2010, and the firm publishes research via the Trondheim Capital Substack. In SMAs it primarily uses ETFs alongside public funds and is accepting new accredited-investor clients.

Team overview

-- AVG AGE
$71.0M AVG AUM / ADVISOR
$10.1M AVG AUM / CLIENT
16.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Accredited Investors

Available

Asset Classes

Available

Services

Available

Owner & Executives

C

COLIN BAIRD PETERSON

Financial Advisor, MANAGING DIRECTOR

CRD
#5751113
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $70,993,509 --
Non-Discretionary $0 --
Total $70,993,509 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Public Funds:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Public Funds Available Available
Total Available Available

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