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VALUE INVESTMENT PROFESSIONALS, LLC
CRD 164704 · SEC 801-126351
125 PARK AVENUE, 25TH FLOOR, NEW YORK, NY, 10017, United States
Phone
646-383-7757
Fax
646-383-7806
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$246.7M
Discretionary AUM
$246.7M
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingFINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 90 | $25.8M |
| High net worth individuals | 66 | $218.5M |
| Pension/profit sharing plans | 2 | $2.3M |
States served
CA, IL, LA, NJ, NY, OR, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD