Data / Investment advisers / California / Trend Trade Pro, LLC
Trend Trade Pro, LLC, Pasadena, CA: $298 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Trend Trade Pro, LLC is an SEC registered investment adviser with its main office in Pasadena, California and reports $298 million in regulatory assets under management in its Form ADV filed March 19, 2026. Its clients include corporations and other businesses, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and performance based fees.
The request: Watch Trend Trade Pro, LLC (CRD number 328383): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 328383
- SEC file number
- 801-131644
- SEC status
- Approved, effective December 18, 2024
- Main office
- 155 S. Fair Oaks Ave. Ste. 1028, Pasadena, CA 91105
- Phone
- (626) 234-8999
- Website
- trendtradepro.com
- Regulatory AUM
- $298,313,852 in the Form ADV filed March 19, 2026
- Discretionary AUM
- $152,289,947
- Non discretionary AUM
- $146,023,905
- Accounts
- 161
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 18 | $196.5 million |
| High net worth individuals | 117 | $95.9 million |
| Pension and profit sharing plans | 1 | $3.3 million |
| Individuals (other than high net worth individuals) | 24 | $2.5 million |
| Charitable organizations | 1 | $137,047 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $298.3 million | March 19, 2026 |
| December 1, 2025 | $191 million | July 17, 2025 |
Other advisers in Pasadena
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| The Sterling Group | Pasadena | $471.3 million | Not listed | adviserinfo.sec.gov |
| First Wilshire Securities Management, Inc. | Pasadena | $415.5 million | 2 | adviserinfo.sec.gov |
| Kondo Wealth Advisors, Inc | Pasadena | $365.1 million | Not listed | adviserinfo.sec.gov |
| Guinness Atkinson Asset Management, Inc. | Pasadena | $344.4 million | Not listed | adviserinfo.sec.gov |
| Arroyo Investment Group, LLC | Pasadena | $319.5 million | Not listed | adviserinfo.sec.gov |
| CMR Capital Management, LLC | Pasadena | $275.1 million | 10 | adviserinfo.sec.gov |
| Round Hill Asset Management Inc | Pasadena | $271.3 million | 1 | adviserinfo.sec.gov |
| Fuller Investment Management Company | Pasadena | $264.5 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pasadena, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving corporations and other businesses
- Advisers serving high net worth individuals
- Trend Trade Pro, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.