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VALUEWORKS, LLC
VALUEWORKS LLC
CRD 116850 · SEC 801-60663
ONE WORLD TRADE, SUITE 84G, NEW YORK CITY, NY, 10007, United States
Phone
212-819-1818
Fax
212-819-1463
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$577.3M
Discretionary AUM
$577.3M
Team
6 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 44 | $18.2M |
| High net worth individuals | 33 | $105.1M |
| Pooled investment vehicles | 2 | $440.4M |
| Charitable organizations | 3 | $11.2M |
| Corporations/business entities | 3 | $2.3M |
States served
AL, AZ, CA, NJ, NY, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD