# 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.

- CRD: 328383
- Filed as: TREND TRADE PRO, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pasadena, CA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328383
- AdvisorCensus page: https://advisorcensus.com/firm/trend-trade-pro-llc-pasadena-ca-328383

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated July 17, 2025)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> There is an account minimum of $1,000,000, which may be waived by TTPL in its discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $298,313,852
- Discretionary: $152,289,947
- Non-discretionary: $146,023,905

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $2,456,757 |
| High net worth individuals | 117 | $95,931,311 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $3,274,869 |
| Charitable organizations | 1 | $137,047 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 18 | $196,513,868 |
| Other | 0 | $0 |

### 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

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DE, FL, NV, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- trendtradepro.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $191,023,358 | 1 | July 17, 2025 |
| October 2026 | $298,313,852 | 1 | March 19, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trend Trade Pro, LLC (CRD 328383): Form ADV filing data as of October 2026.
