Investment adviser · CRD 164704
VALUE INVESTMENT PROFESSIONALS, LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Mar 3, 2026
- Regulatory AUM
- $247M Form ADV · Item 5.F
- Client accounts
- 158 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 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 |
|---|---|---|---|
| High-net-worth individuals | 66 | $218,547,447 | 88.6% |
| Individuals | 90 | $25,848,467 | 10.5% |
| Retirement plans | Fewer than 5 | $2,341,104 | 0.9% |
Filing source
Form ADV 2053406 · Mar 3, 2026 · 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: Mar 3, 2026. View historical filings
Reported services
Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Performance-based
Principal office
125 PARK AVENUE, 25TH FLOORNEW YORK, NY, 10017, United States
CRD 164704
Filing source
Form ADV 2053406 · Mar 3, 2026 · 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.