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VALUE HOLDINGS MANAGEMENT CO. LLC

CRD 157676 · SEC 801-72336

Corporate platformLLC

Large incorporated asset manager or corporate group — typically not a local adviser team.

NY, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$694.5M

Discretionary AUM

$694.5M

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-05-11

Disciplinary history

No

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  • SEC IAPD

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  • FINRA BrokerCheck

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Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles2$694.5M

States served

NY, UT

Official SEC filing: View on IAPD