Asset manager · Pasadena, CA
Trend Trade Pro, LLC
SEC-registered investment adviser · CRD 328383 · SEC 801-131644
At a glance
Trend Trade Pro, LLC is an SEC-registered investment adviser based in Pasadena, California, with $298 million in regulatory assets under management as of its Form ADV filed March 19, 2026. Its largest client group by assets is corporations or other businesses, and it reports 141 individual clients. By Form ADV it is a asset manager, ranked 1,946th of 3,218 asset managers and 10,202nd of 17,210 SEC-registered advisers by assets.
Main office 626-234-8999trendtradepro.comAs filed on Form ADV
- Regulatory AUM
- $298M
- Rank among asset managers
- #1,946 of 3,218
- Rank among all SEC RIAs
- #10,202 of 17,210
- Rank in California
- #1,172 of 1,873
- Individual clients
- 141
- High-net-worth clients
- 117
- Accounts
- 161
- Discretionary
- 51% of AUM
- Employees
- 1
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- May H. MiaoManaging Member and Chief Compliance Officer
Custody and brokerage
Custodian
Trend Trade Pro, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | 18 | $197M | 66% |
| High-net-worth individuals | 117 | $96M | 32% |
| Pension and profit sharing plans | 1 | $3M | 1% |
| Individuals | 24 | $2M | <1% |
| Charitable organizations | 1 | $0M | <1% |
Disciplinary disclosures
Trend Trade Pro, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗trendtradepro.com ↗
AtlasMembers
The full record on Trend Trade Pro, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 927 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Trend Trade Pro, LLC manage?
Trend Trade Pro, LLC reports $298 million in regulatory assets under management across 161 accounts, 51% of it on a discretionary basis, on its Form ADV filed March 19, 2026.
What kind of firm is Trend Trade Pro, LLC?
Trend Trade Pro, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Trend Trade Pro, LLC’s clients?
By assets, its largest client types are corporations or other businesses ($197 million, 18 clients); high-net-worth individuals ($96 million, 117 clients); pension and profit sharing plans ($3 million, 1 clients).
Does Trend Trade Pro, LLC have any disciplinary history?
Trend Trade Pro, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Trend Trade Pro, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-19), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →