Value Investment Professionals, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 3, 2026, reports $247M in regulatory assets under management, 4 employees, 4 offices, and 158 accounts.
Assets Under Management
$247M
Employees
4
Offices
4 offices
Total Clients
158
Primary office
NEW YORK, NY
125 PARK AVENUE, 25TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.0% of total clients.
Top client categories% of clientsClients
1
Individuals
57.0%
90
2
HNWI
41.8%
66
3
Pension Plans
1.3%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$247Mas of March 3, 2026
Discretionary100.0%
$247M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$247M
Total Accounts158
10Y AUM Change+$204M (+479.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee40:1
10Y Employee Change+3 (+300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.