Valenzuela Capital Partners LLC is a large advisory firm based in Pasadena. It manages $798.39 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Connecticut, and 11 other states.
Valenzuela Capital Partners provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Valenzuela Capital Partners LLC is $798.39 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Valenzuela Capital Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Thomas Mark Valenzuela has been acting as President since 1 Dec 1989. Kelly R. Ko joined the executive team most recently as the Managing Director.
The principal office where Valenzuela Capital Partners LLC performs its advisory services is located at 55 South Lake Ave, Suite 750, Pasadena, CA 91101, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 626-568-2792 or by fax 626-568-2771. The normal business hours are 8:00 am to 5:00 pst on Monday - Friday. You can find more information about the New York firm at www.valenzuelacap.com.