EXPECTED VALUE MANAGEMENT LLC

EXPECTED VALUE MANAGEMENT LLC is an SEC-registered investment adviser (CRD 308043). Regulatory assets under management: $42.0M.

Registration

• CRD: 308043
• Type: Registered investment adviser
• Phone: 646-285-5491
• Latest filing: 2023-10-18
• Regulatory AUM: $42.0M
• Discretionary AUM: $14.9M
• Non-discretionary AUM: $27.1M
• Clients: 1
• Accounts: 30

Business model

Compensation: % of AUM, Hourly, Fixed, Performance, Subscription.

Clients served: Individuals, High net worth, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308043 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search