ValuEngine Capital Management LLC

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Client assets under management

$17,763,354

Clients

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$253,762

About

ValuEngine Capital Management serves individual and high‑net‑worth investors as well as pension/profit‑sharing plans, providing ongoing portfolio management tailored to each client’s goals, time horizon and risk tolerance and documented in an Investment Policy Statement. The firm offers both discretionary asset management and an automated program delivered through Schwab’s Institutional Intelligent Portfolios platform, and it may also direct clients to third‑party money managers when appropriate.

The firm’s investment process combines fundamental analysis, quantitative methods and modern portfolio theory and implements named strategies including a model‑driven ValuEngine View Strategy, a Diversified Strategy and a REIT Strategy. VE Cap Management employs long‑ and short‑term trading techniques and explicitly discloses use of short sales and automated features such as rebalancing and tax‑loss harvesting on the Platform.

A notable feature of the brochure is the close connection to ValuEngine, Inc.’s published research and a valuation model that underpins the View Strategy; the brochure describes the model inputs and the firm’s use of model‑based portfolios and performance material. The firm also discloses arrangements for third‑party solicitors and materials that reference model or performance results, and its stated use of short sales (which involve borrowing securities) reflects risk and trading practices that are less common among similarly supported advisers.

Client services

Portfolio management Selection of other advisers

Expertise

Real estate investing Tax-loss harvesting Passive / index investing

Fee options

Percentage

$0 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.30% $5,000,001+: 1.00%

Main office location

ValuEngine Capital Management LLC

1900 S Harbor City Blvd, Suite 328

Melbourne FL 32901, United States

Number of offices

Most active in

Florida · New Jersey · New York

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website (321) 325-0519

Advisors at this firm

Vincent P

Series 63, Series 65

Staten Island, NY

ValuEngine Capital Management LLC

Vincent Polidori is a financial advisor at ValuEngine Capital Management LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TSG Alpha Partners, IGM Brokerage, Ceros Financial Services, and Petersen Investments. Outside of finance, he is a consultant for J. Hilburn, a men's custom clothing company. ValuEngine Capital Management serves individual and high-net-worth investors as well as pension and profit-sharing plans, providing portfolio management tailored to clients’ goals and risk tolerance. The firm combines fundamental analysis, quantitative methods, and modern portfolio theory, offering discretionary management and automated programs through Schwab’s Institutional Intelligent Portfolios platform.

Real estate investing Tax-loss harvesting Passive / index investing

Paul H

Series 65

Melbourne, FL

ValuEngine Capital Management LLC

Paul Henneman is a financial advisor with ValuEngine Capital Management LLC in Melbourne, FL, holding a Series 65 designation and 11 years of industry experience. He has been with ValuEngine Capital Management since 2015 and also serves as President and CEO of ValuEngine Inc., a firm that publishes financial research and stock market analysis. ValuEngine Capital Management serves individual and high-net-worth investors as well as pension and profit-sharing plans, providing portfolio management tailored to clients’ goals and risk tolerance. The firm employs a model-driven investment process that integrates fundamental analysis, quantitative methods, and modern portfolio theory, and offers both discretionary management and an automated program through Schwab’s Institutional Intelligent Portfolios platform.

Real estate investing Tax-loss harvesting Passive / index investing

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