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Building 2VALUEWORKS, LLC

Map pinNEW YORK CITY, NY
Phone212-819-1818
NotebookSEC #801-60663
Total AUM
$577.3M
Employees
6
Clients
85

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE WORLD TRADE
SUITE 84G
NEW YORK CITY
NY 10007
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
212-819-1818
Other Offices
1

ReceiptFinancials

Total AUM
$577.3M
Accounts
85
Discretionary
$577.3M
Accounts
85
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
44
AUM
$18.2M
HNW Individual Clients
33
AUM
$105.1M
Pooled Vehicle Clients
2
AUM
$440.4M
Charitable Organization Clients
3
AUM
$11.2M
Corporation or Business Clients
3
AUM
$2.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCAFLNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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