|
⚲
|
| Valorem LLC
✚
|
|
|---|---|
| CRD # | 339215 |
| SEC # | 801-134978 |
| CIK # | |
| AUM | $54.3 M (2026-04-17) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 917-837-8846 |
| Address | 551 Madison Avenue New York, NY 10022 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 54.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 54.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 2 | 54.3 |
| Total | 2 | 54.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 54.3 | |
| Total | 2 | 54.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Groesbeck Investment Management Corp
✚
|
NJ | 0.1 |
|
Twenty-Five Capital Partners LLC
✚
|
CA | 0.1 |
|
Rena Advisors LLC
✚
|
NY | 0.1 |
|
Constitution Wealth LLC
✚
|
0.1 | |
|
Westpark Capital Inc
✚
|
CA | 0.1 |
|
Sky Vision Wealth Management Corp
✚
|
CA | 0.1 |
|
Royale Asset Management LLC
✚
|
0.1 | |
|
Wealthpro LLC
✚
|
0.1 | |
|
Family Dynasty Advisors LLC
✚
|
TX | 0.1 |
|
Capital Management Advisors Inc
✚
|
GA | 0.1 |