Valu Trac Investment Management Ltd is a large advisory firm based in Moray. It manages $792.04 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2001.
Valu Trac Investment Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. 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 Valu Trac Investment Management Ltd is $792.04 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 160% since the beginning of its operation, and $792.04 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Valu Trac Investment Management Ltd for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Valu Trac Investment Management is investment companies with 10 clients and $778.39 million of assets under management. Among the 8 most similar advisory firms, Valu Trac Investment Management has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $778.39 million for 10 clients. 99% of the firm’s clients are foreign persons or businesses.
Valu Trac Investment Management doesn't advise any private funds.
The company employs 52 people that are either part- or full-time employees. 12 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Valu Trac Investment Management Ltd performs its advisory services is located at Mains Of Orton Fochabers, Moray, Iv32 7 Qe, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +44 (0)1343-880217 or by fax +44 (0)1343-880267. The normal business hours are 9.00am to 5.30pm on Monday - Friday. You can find more information about the New York firm at valu-trac.com.