Purple Valley Capital

What Purple Valley Capital does

Purple Valley Capital, Inc. is a privately held asset management firm founded in 2008 and headquartered in Jacksonville, Florida, that offers professional managed futures investment services to institutional investors and high net worth individuals. The firm is regulated by the U.S. Commodity Futures Trading Commission as a Commodity Trading Advisor (CTA) and Commodity Pool Operator (CPO), and its principal Donald Wieczorek holds membership in the National Futures Association. The business is founder-owned and self-capitalised with no disclosed parent company, outside equity investors, or institutional backers. Customer acquisition is conducted on a direct, relationship-based model with all prospective and existing clients routing through the Founder/President.

The firm's single investment offering is a systematic, trend-following managed futures strategy that trades over 40 exchange-listed futures markets globally — spanning energy, indices, interest rates, currencies, agricultural softs, meats, grains, and metals — across long and short positions and multiple timeframes. The stated methodology emphasizes rapid loss-cutting, riding winners, and active risk control intended to deliver long-term capital appreciation with low correlation to traditional stock and bond portfolios. Underlying this is a "proprietary systematic risk management strategy" tied by the firm to academic and practitioner research "dating back several decades," and a track record said to span multiple market cycles including bull, bear, flat, liquidity-crisis, and flash-crash regimes. There is no disclosed AI/ML or alternative-data layer.

The operating model is characteristic of a small, bootstrapped managed futures CTA. Revenue is generated through asset management fees and performance fees typical of CFTC-regulated CTA/CPO structures, with fee levels disclosed only via the regulatorily required Disclosure Document rather than publicly. Outsourcing partners handle the institutional operational stack: Absolute Fund Administration performs fund administration, the Michael Coglianese Group conducts independent auditing, and Howard & Howard Attorneys PLLC provides legal counsel. The firm maintains a basic web presence for investor education and inbound, and was the subject of a March 2015 Futures Magazine cover story ("Trends are Back!"). Headcount is reported at 1–10 employees and revenue is not disclosed.

Name

Purple Valley Capital

Legal name

Purple Valley Capital, Inc.

Website

https://purplevalleycapital.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Short description

Purple Valley Capital is a CFTC-regulated CTA and CPO founded in 2008 that runs a single systematic trend-following managed futures strategy across over 40 global exchanges, serving institutional and high net worth investors seeking low-correlation portfolio diversification.

Ownership category

akta.pro rank

Product category

Managed Futures / Alternative Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Securities and Commodity Contracts Intermediation and Brokerage (5231)

SIC

Commodity Contracts Brokers & Dealers (6221), Investment Advice (6282)

akta.pro primary industry

Hedge Funds — Commodity Relative Value (Spreads/Arb) (FSAHAHAB)

Keywords

• Managed futures
• Systematic trend following
• Commodity trading advisor
• Alternative asset management
• Futures portfolio diversification

Headquarters

HQ city

Jacksonville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Asset Management Fees: Purple Valley Capital operates as a regulated Commodity Trading Advisor (CTA) and Commodity Pool Operator (CPO), generating revenue through advisory fees charged to clients for managing their futures trading accounts.
2. Performance Fees: As a managed futures fund manager, the firm likely charges performance fees based on trading profits generated, typical for CTA/CPO structures regulated by the CFTC.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Purple Valley Capital provides a single systematic managed futures investment strategy that trades over 40 globally diversified exchange-traded futures markets (currencies, interest rates, global stock indices, grains, softs, meats, metals, and energies) across multiple timeframes, both long and short. The firm offers this as a professional money management service to institutions and high net worth individuals, with the goal of capturing large persistent market trends to provide long-term capital appreciation uncorrelated with traditional investments. Revenue is generated through advisory management fees and performance-based incentive fees charged to client accounts.

Product overview

Purple Valley Capital offers a single unified managed futures investment strategy. The core offering is a systematic risk management program that trades over 40 diversified exchange-traded futures markets across multiple asset classes (currencies, interest rates, global stock indices, grains, softs, meats, metals, and energies). The strategy operates across varying timeframes, both long and short, with the goal of capturing large persistent market trends while cutting losing trades quickly and riding winners.

Differentiator

Problem solved

Functional benefit

Products and services

• Purple Valley Capital Managed Futures Strategy Systematic, trend-following managed futures program trading over 40 globally diversified exchange-traded futures markets (currencies, interest rates, global stock indices, grains, softs, meats, metals, energies) across multiple timeframes, both long and short, with active risk control to capture persistent market trends and provide long-term capital appreciation uncorrelated to traditional investments. Offered to institutions and high net worth individuals as a separately managed account or via the PVC Global Futures Fund, L.P.
• PVC Global Futures Fund, L.P. Commodity pool operated by Purple Valley Capital, Inc. under its CPO registration, allowing qualified investors to access the firm's systematic managed futures strategy through a pooled fund vehicle rather than a separately managed account. Investor statements are distributed via the fund's administrator, Absolute Fund Administration, LLC.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Three partnerships are on record, tiered core.

• Absolute Fund Administration, LLCcoreImplementation/ SI/ Consulting PartnerFund administrator providing back-office services including investor statements and fund administration. Located at 3731 River Heights Crossing, Marietta, GA 30067, attention Carew Carswell.
• Michael Coglianese GroupcoreImplementation/ SI/ Consulting PartnerAudit firm providing independent financial auditing services. Located at 125 E. Lake Street, Suite 303, Bloomingdale, IL 60108, attention Michael Coglianese, CPA, PC.
• Howard & Howard Attorneys PLLCcoreImplementation/ SI/ Consulting PartnerLegal counsel providing legal representation and advisory services. Located at 200 S. Michigan Ave. #1100, Chicago, IL 60604, attention Jeffrey Barclay.

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• Campbell & Company: US-registered CTA running systematic managed futures strategies for institutional and HNW clients, CFTC/NFA regulated. Same regulatory regime, similar institutional/HNW segmentation, and comparable strategy mix — a closely aligned mid-sized competitor.
• Graham Capital Management: CTFC-regulated CTA running systematic and discretionary global macro / managed futures programs. Same regulatory regime, similar institutional target market, and comparable strategy mix — a closely comparable mid-sized CTA peer.
• Winton Group: London-based systematic managed futures firm trading a diversified book of global futures using trend-following and other systematic signals. Closest direct comparable in strategy, scale ambition, and institutional target market.
• Aspect Capital: UK-based systematic trend-following CTA spun out of Man Group, trading diversified global futures. Same strategy architecture and similar institutional client base, though larger and with a multi-decade track record.
• Transtrend: Dutch managed futures CTA running diversified systematic trend-following across global futures markets. Direct strategy peer; serves primarily European institutional clients but competes for the same allocator mandates globally.
• Lynx Asset Management: Sweden-based systematic managed futures firm trading a diversified book of global futures using trend and other systematic signals. Closely aligned with PVC's strategy DNA and target market, with similar boutique positioning.

Broad incumbents

• Man AHL (Man Group): Man Group's systematic alternatives arm is one of the largest managed futures / trend-following platforms globally. Same strategy DNA (diversified systematic trend across 100+ markets) but vastly larger AUM, multi-strategy platform, and public-market parent — direct category peer and the dominant institutional benchmark for boutique CTAs.
• AQR Managed Futures: AQR's Managed Futures strategy is a diversified systematic trend-following program delivered within a much larger multi-asset alternatives platform. Direct strategy overlap with PVC, but AQR's scale and academic research apparatus make it the institutional default for allocator shortlists.

Emerging players

• Systematic Alpha Management (SAM): Smaller systematic managed futures CTA, less well-known but operating in the same niche as PVC — institutional-ready trend-following with similar AUM scale. Useful as a size-comparable comp.
• Equinox Managed Futures (or equivalent boutique CTA): Boutique managed futures / commodity trading advisor targeting institutional and HNW clients with diversified systematic futures strategies. Closest scale peer to PVC, useful for benchmarking AUM and fee structure at the small end of the institutional CTA segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/purple-valley-capital-inc-

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Purple Valley Capital