Data / Investment advisers / New York / Value Investment Professionals, LLC
Value Investment Professionals, LLC, New York, NY: $247 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Value Investment Professionals, LLC is an SEC registered investment adviser with its main office in New York, New York and reports $247 million in regulatory assets under management in its Form ADV filed March 3, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and performance based fees.
The request: Watch Value Investment Professionals, LLC (CRD number 164704): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 164704
- SEC file number
- 801-126351
- SEC status
- Approved, effective August 5, 2022
- Main office
- 125 Park Avenue 25th Floor, New York, NY 10017
- Phone
- (646) 383-7757
- Website
- valueinvestmentprofessionals.com
- Regulatory AUM
- $246,737,018 in the Form ADV filed March 3, 2026
- Discretionary AUM
- $246,737,018
- Accounts
- 158
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, performance based fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 66 | $218.5 million |
| Individuals (other than high net worth individuals) | 90 | $25.8 million |
| Pension and profit sharing plans | 2 | $2.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $246.7 million | March 3, 2026 |
| December 1, 2025 | $141.9 million | February 5, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Heronetta Management, L.P. | New York | $253.6 million | 1 | adviserinfo.sec.gov |
| Coinshares Asset Management (US) LLC | New York | $251.9 million | Not listed | adviserinfo.sec.gov |
| Aretex Capital Management, LP | New York | $251.6 million | 1 | adviserinfo.sec.gov |
| Ac Investment Management LLC | New York | $251 million | 4 | adviserinfo.sec.gov |
| Aacp Investments, LLC | New York | $248.1 million | 4 | adviserinfo.sec.gov |
| Stirlingshire Investments | New York | $244.6 million | Not listed | adviserinfo.sec.gov |
| Jre Advisors LLC | New York | $243.3 million | 2 | adviserinfo.sec.gov |
| Blue Spark Capital Advisors | New York | $242.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Value Investment Professionals, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.