V&V Management Group Corporation

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Assets, Funds, Holdings

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V&V Management Group Corporation
CRD #287468
SEC #801-118152
CIK #
AUM $69.5 MM (2024-01-23)
Employees 2 (100% Investors, 0% Brokers)
Phone631-271-1170
Address1160 East Jericho Turnpike
Huntington, NY 11743
Source [IAPD]
Total AUM ($MM)
705642281402009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 17 9.2
(b) Individuals (high net worth individuals) 21 56.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 4.1
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 146 69.5
By Discretionary
Discretionary 137 66.8
Non-Discretionary 9 2.7
Total 146 69.5
By Non-United States Persons
Non-United States Persons 2.0
United States Persons 67.5
Total 146 69.5
Comparable Firms State AUM ($BB)
Luesink Financial Planning LLC
NY 0.1
Profitscore Capital Management Inc
ID 0.1
Apollo Wealth Management LLC
NY 0.1
Dutch Asset Corporation
NY 0.1
Genesis Asset Management Group Inc
NY 0.1
Reynolds Capital Management LLC
NV 0.1
Stratacore Capital Management LLC
NY 0.1
Winthrop Partners - WPA LLC
NY 0.1
St James Investment Advisors LLC
NY 0.1
Opportunus Wealth Management LLC
WA 0.1
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