VALOREM LLC

VALOREM LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 339215). Regulatory assets under management: $54.3M.

Registration

• CRD: 339215
• SEC file number: 801-134978
• Type: Registered investment adviser
• Location: 551 MADISON AVENUE, 12TH FLOOR, NEW YORK, NY, 10022
• Phone: 917-837-8846
• Latest filing: 2026-04-17
• Regulatory AUM: $54.3M
• Non-discretionary AUM: $54.3M
• Clients: 2
• Accounts: 2

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 339215 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search