A complete list of active advisors currently associated with Emeth Value Capital, LLC

Warmer can help you find a great advisor at Emeth Value Capital, LLC or one who fits your needs even better.

Emeth Value Capital is an independent, single-advisor registered investment adviser that provides discretionary investment management, regular portfolio monitoring and rebalancing for individuals as well as a range of institutional clients. The firm also serves endowments, foundations, family offices and acts as a sub‑adviser to unaffiliated, privately offered pooled investment vehicles exempt from the Investment Company Act. The firm follows a concentrated, value‑oriented investment approach that emphasizes business quality and free cash flow, seeking a small number of highly mispriced securities and tolerating above‑average risk with potentially high tracking error and beta. Portfolios may include equities, fixed‑income and options, and the firm uses a mix of fundamental, quantitative and qualitative research—financial models, company engagement and third‑party research—when constructing and rebalancing accounts. Several features in the brochure are uncommon for a solo independent adviser: the firm discloses its use of performance‑based fee arrangements with a specified hurdle tied to an ETF benchmark and prior high‑water concepts, provides sub‑advisory management to private pooled funds, and accepts pooled vehicles and charitable/institutional clients. The brochure also notes the potential for borrowing/credit and options in managed accounts; the firm reports roughly $193.7 million in discretionary AUM across 34 clients, reflecting a relatively concentrated client base.

To learn more about the advisors currently working at Emeth Value Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Andrew Carreon profile photo Andrew Carreon
New Orleans, LA
5
Warmer team member

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