Valenzuela Capital Partners LLC (Pasadena)

Name: Valenzuela Capital Partners LLC
Address: 55 South Lake Ave, Suite 750, Pasadena, CA, 91101
Telephone: 626-568-2792

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.

Valenzuela Capital Partners: assets under management

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 firm manages $798.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $34.71 million each.

Fees & Commissions

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.

Careers at Valenzuela Capital Partners LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Mark Valenzuela	President	1 Dec 1989	75% - 100%	1057503
Sandra Anne Jerro	Vice president	1 May 1994	Other	4348255
Donald Marc Krueger	Managing director	1 Mar 1996	Other	1708642
Wendell Eric Mackey	Vice president	1 May 1998	Other	2661422
Vcp Holdings Llc	Holding company	1 Dec 1998	75% - 100%	13-4034642
Inc. Valenzuela Capital Partners	Predecessor corporation	1 Dec 1998	Other	13-3552197
Dennis James Bertrum	Managing director	1 Jan 1999	Other	4353113
Fred Terry Perlstadt	Vice president	1 Jun 2000	Other	2649143
Steven Ira Margulies	Managing director	1 Jul 2001	Other	2233265
Diana Lynn Calhoun	Managing director	1 Apr 2003	Other	4039636
George Gerard Castro	Vice chairman	1 Jun 2003	Other	1370152
Leslie Adin Waite	Managing director	1 Jun 2003	Other	4368060
Fernando Inzunza	Managing director	1 Dec 2003	Other	1932690
Piotr T Madej	Vice president client services	1 Feb 2005	Other	4940695
Alvin Wardell Marley	Managing director	1 Sep 2005	Other	5041411
Kelly R. Ko	Managing director	1 Jul 2006	Other	4529906

Based in Pasadena

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.