CRD: 175004
Valuengine Capital Management LLC
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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2014
- Office Locations
- 2
Office Locations
About Valuengine Capital Management LLC
ValuEngine Capital Management is a quantitative money manager that builds client portfolios using ValuEngine Inc.’s proprietary stock valuation and forecasting research. The firm applies a three-factor “fair value” model (trailing EPS, forward EPS estimates, and the 30-year Treasury yield) across a broad universe of stocks and ETFs to tailor strategies to individual needs, and offers portfolio construction and tracking solutions. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PAUL ERIC HENNEMAN
Investment Advisor, Managing Partner
- CRD
- #5925916
- Ownership
- 25% but less than 50%
CHANGFA CHEN
Owner
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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Vincent Michael Polidori
Financial Advisor
- CRD
- #1658661
Showing 1 of 6 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,095,866 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,095,866 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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