VALOREM LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $54.3M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $54.3M |
| Client Accounts | 2 |
| Avg Account Size | $27.1M |
| Employees | 2 |
| Peak AUM | $54.3MApr 2026 |
AUM by Client Type
Total AUM
$54M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $54M | — | — | — | — |
| Non-Disc. AUM | $54M | — | — | ||
Key Metrics
| Total AUM | $54.3M |
| Discretionary | $0 |
| Employees | 2 |
| Client Accounts | 2 |
| Client Range | 0 |
Contact & Location
Address
551 MADISON AVENUE
NEW YORK NY 10022
Phone
917-837-8846
Filing History
5 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$0
0.0% of AUM
Non-Discretionary
$54M
100.0% of AUM
Discretionary
Non-Discretionary
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment Adviser