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⚲
|
| Value Investment Professionals LLC
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|
|
|---|---|
| CRD # | 164704 |
| SEC # | 801-126351 |
| CIK # | 0002110205 |
| AUM | $246.7 M (2026-03-03) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 646-383-7757 |
| Address | 125 Park Avenue New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.6 | ||
| Alphabet Inc | 3.0 | ||
| Alphabet Inc | 3.0 | ||
| Sterling Construction Co Inc | 2.7 | ||
| Amazon Com Inc | 1.5 | ||
| Microsoft Corp | 1.4 | ||
| Stratus Properties Inc | 1.2 | ||
| Altria Group Inc | 1.2 | ||
| Village Super Market Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 90 | 25.8 |
| (b) Individuals (high net worth individuals) | 66 | 218.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 2.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 158 | 246.7 |
| By Discretionary | ||
| Discretionary | 158 | 246.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 158 | 246.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 246.7 | |
| Total | 158 | 246.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110205] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BPP Wealth Solutions LLC
✚
|
NJ | 0.2 |
|
Blueline Advisors LLC
✚
|
NH | 0.2 |
|
Anchor Bay Capital Inc
✚
|
CA | 0.2 |
|
AGP Franklin LLC
✚
|
TN | 0.2 |
|
Intervest Ltd
✚
|
MD | 0.2 |
|
Northern Edge Wealth Management LLC
✚
|
MI | 0.2 |
|
Lighthouse Wealth Management LLC
✚
|
PA | 0.2 |
|
Julex Capital Management LLC
✚
|
MA | 0.2 |
|
Taconic Advisors Inc
✚
|
NY | 0.2 |
|
McKinney Capital Management LLC
✚
|
TX | 0.2 |