Valueworks LLC

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Assets, Funds, Holdings

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CAFR Data
Valueworks LLC
CRD #116850
SEC #801-60663
CIK #1282189
AUM $209.1 MM (100% Disc, 100% US)
Employees7 (43% Investors, 0% Brokers)
Phone212-819-1818
AddressOne World Trade
New York City, NY 10007
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
3002401801206002000200620132020
Sector Holding Cap ($MM) Value ($MM)
AMGN114,590.092.7
QCOM65,780.081.6
CMCSA177,280.072.8
IVZ7,530.066.6
LLY-0.066.2
MBI932.165.7
GLW26,910.063.9
GS72,170.062.9
AAPL843,560.056.9
RIG5,260.055.1
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Holdings by Sector ($)
1.41.10.80.60.30.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Valueworks Limited Partners LP
58.4
View All
Comparable Firms State AUM ($BB)
ESM Management LLC
NY
0.2
Yacktman Asset Management Co
IL
0.2
Gordian Wealth Advisors LLC
CA
0.2
FK Capital Management Ltd
0.2
Aegea Capital Management LLC
IL
0.2
Callodine Capital Management LP
MA
0.2
Swiss-Asia Asset Management HK Limited
0.2
Boyar Asset Management Inc
NY
0.2
Warberg Asset Management LLC
IL
0.2
Degreen Capital Management LLC
AZ
0.2
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