Overview
Assets Under Management: $613 million
Headquarters: NEW YORK, NY
Frequently Asked Questions
VAN BIEMA VALUE PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #136988), VAN BIEMA VALUE PARTNERS, LLC is subject to fiduciary duty under federal law.
VAN BIEMA VALUE PARTNERS, LLC is headquartered in NEW YORK, NY.
According to their SEC Form ADV, VAN BIEMA VALUE PARTNERS, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
VAN BIEMA VALUE PARTNERS, LLC manages $613 million in client assets according to their SEC filing dated August 23, 2024.
According to their SEC Form ADV, VAN BIEMA VALUE PARTNERS, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
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