# DORFMAN VALUE INVESTMENTS LLC

DORFMAN VALUE INVESTMENTS LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 120911
- Type: SEC-registered investment adviser
- SEC file number: 801-62975
- Location: 101 FEDERAL STREET, BOSTON, MA, 02110
- Phone: 617-542-8888
- Latest filing: 2026-03-06
- Regulatory AUM: $35.3M
- Discretionary AUM: $35.3M
- Clients: 2
- Accounts: 69

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| DORFMAN JOHN ROGER | CHAIRMAN; CHAIRMAN, MANAGING MEMBER; PRESIDENT (+2 more) | — |
| DUTOT LISA MARIE | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, MEMBER; CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | — |
| KOGA YUJI | MANAGING DIRECTOR | — |
| HAIGHT MICHAEL DOUGLAS | MANAGING DIRECTOR; PRESIDENT, MANAGING MEMBER | — |
| TERPAK LISA MARIE | CHIEF FINANCIAL OFFICER | — |
| COHEN MENACHEM | DIRECTOR OF MARKETING | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/120911/brochure
- Similar advisers: https://search.stillhousedata.com/firm/120911/similar
- Related entities: https://search.stillhousedata.com/firm/120911/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/120911

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.