ALLIED VALUE, LLC

ALLIED VALUE, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 153965). Regulatory assets under management: $4.0M.

Registration

• CRD: 153965
• Type: Registered investment adviser
• Location: 4614 CALIFORNIA STREET, SAN FRANCISCO, CA, 94118
• Phone: (415) 351-8385
• Latest filing: 2026-04-08
• Regulatory AUM: $4.0M
• Discretionary AUM: $4.0M
• Clients: 1
• Accounts: 11

Business model

Compensation: Performance.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153965 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search