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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Value Investment Professionals LLC
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|---|---|
| CRD # | 164704 |
| SEC # | 801-126351 |
| CIK # | |
| AUM | $141.9 M (2025-02-05) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 646-383-7757 |
| Address | 125 Park Avenue New York, NY 10017 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 11.3 |
| (b) Individuals (high net worth individuals) | 40 | 127.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 2.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 83 | 141.9 |
| By Discretionary | ||
| Discretionary | 83 | 141.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 83 | 141.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 141.9 | |
| Total | 83 | 141.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Seventwo LLC
✚
|
CO | 0.1 |
|
Wolfers Asset Management LLC
✚
|
0.1 | |
|
Hampton Rock Wealth Management I LLC
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|
TX | 0.1 |
|
Kropog Financial Group LLC
✚
|
LA | 0.1 |
|
PR Wealth Management Group Inc
✚
|
IL | 0.1 |
|
Fidelis Financial Planning LLC
✚
|
MO | 0.1 |
|
One Resource Group Wealth Management LLC
✚
|
OH | 0.1 |
|
Greenberg Gary Louis
✚
|
MN | 0.1 |
|
Wacker & Associates Inc
✚
|
MN | 0.1 |
|
Ridgeline Wealth Advisors LLC
✚
|
NC | 0.1 |