ValuEngine Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ValuEngine Capital Management serves individual and high‑net‑worth investors as well as pension/profit‑sharing plans, providing ongoing portfolio management tailored to each client’s goals, time horizon and risk tolerance and documented in an Investment Policy Statement. The firm offers both discretionary asset management and an automated program delivered through Schwab’s Institutional Intelligent Portfolios platform, and it may also direct clients to third‑party money managers when appropriate.
The firm’s investment process combines fundamental analysis, quantitative methods and modern portfolio theory and implements named strategies including a model‑driven ValuEngine View Strategy, a Diversified Strategy and a REIT Strategy. VE Cap Management employs long‑ and short‑term trading techniques and explicitly discloses use of short sales and automated features such as rebalancing and tax‑loss harvesting on the Platform.
A notable feature of the brochure is the close connection to ValuEngine, Inc.’s published research and a valuation model that underpins the View Strategy; the brochure describes the model inputs and the firm’s use of model‑based portfolios and performance material. The firm also discloses arrangements for third‑party solicitors and materials that reference model or performance results, and its stated use of short sales (which involve borrowing securities) reflects risk and trading practices that are less common among similarly supported advisers.
Client services
Expertise
Fee options
$0 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.30% $5,000,001+: 1.00%
Main office
See office1900 S Harbor City Blvd, Suite 328
Melbourne FL 32901
Advisors at this office
1
Offices (2)
Most active in
Florida · New Jersey · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Vincent P
Series 63, Series 65
Staten Island, NY
ValuEngine Capital Management LLC
Vincent Polidori is a financial advisor with ValuEngine Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at firms such as UBS Financial Services, LPL Financial, and Petersen Investments, Inc. Outside of financial advising, he works as a consultant for J. Hilburn, a men's custom clothing company. ValuEngine Capital Management serves individual and high-net-worth investors as well as pension and profit-sharing plans, providing portfolio management tailored to clients’ goals and risk tolerance. The firm combines fundamental analysis, quantitative methods, and modern portfolio theory, and offers both discretionary asset management and automated programs through Schwab’s Institutional Intelligent Portfolios platform.
Paul H
Series 65
Melbourne, FL
ValuEngine Capital Management LLC
Paul Henneman is a Series 65 licensed advisor with 12 years of industry experience. He is associated with ValuEngine Capital Management LLC and has been with the firm since 2015. In addition to his advisory role, he serves as President and CEO of ValuEngine Inc., a financial research company that publishes stock reports and market analysis. ValuEngine Capital Management serves individual and high-net-worth investors as well as pension and profit-sharing plans, providing tailored portfolio management through both discretionary asset management and an automated platform. The firm integrates fundamental analysis, quantitative methods, and modern portfolio theory in its investment strategies, with a model-driven approach closely connected to ValuEngine Inc.’s published research.
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