AdvisorCensus / Financial advisors / California / Los Angeles / Trend Trade Pro, LLC
Trend Trade Pro, LLC is an SEC-registered investment advisory firm in Pasadena, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.
Quick answers
From the filingHow is Trend Trade Pro, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Trend Trade Pro, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Trend Trade Pro, LLC located?
Trend Trade Pro, LLC's principal office is in Pasadena, CA, according to its Form ADV.
Is Trend Trade Pro, LLC registered with the SEC or a state?
Trend Trade Pro, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 328383.
How much does Trend Trade Pro, LLC manage?
Trend Trade Pro, LLC reports $298,313,852 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (51% discretionary).
How have Trend Trade Pro, LLC's assets and staff changed since 2025?
In the Form ADV data for Trend Trade Pro, LLC: Regulatory assets under management: $191,023,358 in the October 2025 data and $298,313,852 in the October 2026 data, up 56%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Trend Trade Pro, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (117); individuals (other than high net worth individuals) (24); corporations or other businesses not listed above (18).
Does Trend Trade Pro, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328383
Does Trend Trade Pro, LLC state an account minimum?
Its Form ADV Part 2A brochure dated July 17, 2025 says: "There is an account minimum of $1,000,000, which may be waived by TTPL in its discretion."
What changed in Trend Trade Pro, LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $191,023,358 to $298,313,852 (+56%). Registered or notice-filed in DE, FL, NV, NY.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
There is an account minimum of $1,000,000, which may be waived by TTPL in its discretion.
As stated in the firm's Form ADV Part 2A brochure dated July 17, 2025. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$298,313,852 as of October 2026, filing dated March 19, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (1 year)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $298,313,852 | 1 | March 19, 2026 |
| October 2025 | $191,023,358 | 1 | July 17, 2025 |
Regulatory assets under management: $191,023,358 in the October 2025 data and $298,313,852 in the October 2026 data, up 56%.
Total employees: 1 in October 2025 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $191,023,358 to $298,313,852 (+56%).
- Registered or notice-filed in DE, FL, NV, NY.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Trend Trade Pro, LLC (CRD 328383): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/trend-trade-pro-llc-pasadena-ca-328383