RIA Intel›Advisers›California›MACRO TREND, LLC

MACRO TREND, LLC

Advisory

CA

Data as of Feb 27, 2026 · Source: SEC Form ADV

Rank in CA
#4,132
of 5,480 advisers by AUM
Average account
$1M
across 22 accounts
AUM per adviser
$25M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM
$25M
Discretionary %
100%
Clients
12
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$25M
Discretionary AUM$25M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients12
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

ALESIA INVESTMENT MANAGEMENT LLC
$25M
PALLAS INVESTMENT PARTNERS, L.P.
SAN FRANCISCO, CA
$25M
-9.0% 1Y
CORNERSTONE ASSET MANAGEMENT, INC.
VENTURA, CA
$25M
-22.3% 1Y
NIEMANN, ULLI GERHARD
HUNTINGTON BEACH, CA
$25M
CARUSO FAMILY FINANCIAL ADVISORS (CFFA) LLC
SAN JOSE, CA
$25M
AMERICA FIRST CAPITAL MANAGEMENT, LLC
ROSEVILLE, CA
$25M
0.0% 1Y

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