Investment adviser · CRD 286278
1949 VALUE ADVISORS LLC
Investment adviser filing (IA)
MAHWAH, NJ, United States · Form ADV filed Oct 22, 2019
- Regulatory AUM
- $27.7M Form ADV · Item 5.F
- Client accounts
- 5 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | Fewer than 5 | $16,458,565 | 59.3% |
| High-net-worth individuals | Fewer than 5 | $9,234,427 | 33.3% |
| Other investment advisers | Fewer than 5 | $1,634,036 | 5.9% |
| Individuals | Fewer than 5 | $415,456 | 1.5% |
Filing source
Form ADV 1352088 · Oct 22, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 22, 2019. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
ONE INTERNATIONAL BLVD.,, SUITE 623MAHWAH, NJ, 07495-0032, United States
CRD 286278
Filing source
Form ADV 1352088 · Oct 22, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.