Investment adviser · CRD 106056
VALUE MONITORING, INC
Investment adviser filing (IA)
MENLO PARK, CA, United States · Form ADV filed Mar 30, 2022
- Regulatory AUM
- $97.1M Form ADV · Item 5.F
- Client accounts
- 147 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| Pooled investment vehicles | 1 | $56,666,906 | 58.4% |
| High-net-worth individuals | 13 | $22,134,637 | 22.8% |
| Individuals | 58 | $16,336,101 | 16.8% |
| Retirement plans | Fewer than 5 | $1,742,873 | 1.8% |
| Charities | Fewer than 5 | $121,411 | 0.1% |
| Corporations & businesses | Fewer than 5 | $64,995 | 0.1% |
Filing source
Form ADV 1624011 · Mar 30, 2022 · 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.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Mar 30, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets
Principal office
250 OAK GROVE AVENUE, SUITE AMENLO PARK, CA, 94025-2251, United States
CRD 106056
Filing source
Form ADV 1624011 · Mar 30, 2022 · 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.