MACRO TREND, LLC

MACRO TREND, LLC is an SEC-registered investment adviser (CRD 164417). Regulatory assets under management: $24.7M.

Registration

• CRD: 164417
• Type: Registered investment adviser
• Phone: 408-335-4716
• Latest filing: 2026-02-27
• Regulatory AUM: $24.7M
• Discretionary AUM: $24.7M
• Clients: 1
• Accounts: 22

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164417 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search