Overview
Assets Under Management: $613 million
Headquarters: NEW YORK, NY
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.96
Total Client Accounts: 11
Discretionary Accounts: 5
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 136988
Last Filing Date: 2024-08-23 00:00:00
Website: https://vbvaluepartners.com