Valorem LLC
Valorem LLC is an SEC-registered ria in New York, NY with $54.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Valorem LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 339215, SEC 801-134978, data through 2026-04-17.
- AUM (assets under management / regulatory AUM)
- $54.3M (2026-04-17)
- Firm type
- Ria
- Location
- New York, NY
- Employees
- 2
- CRD
- 339215
- Ownership
- OWC 12/23/67 TRUST FBO SAMUEL M.W. CASPERSEN; DAMIANO, MARC, PHILLIP; CASPERSEN, SAMUEL, MORRIS WESTBY
How much AUM does Valorem LLC have?
Valorem LLC reported $54.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-17).
Who owns Valorem LLC?
Disclosed owners and executives of Valorem LLC include OWC 12/23/67 TRUST FBO SAMUEL M.W. CASPERSEN, DAMIANO, MARC, PHILLIP, CASPERSEN, SAMUEL, MORRIS WESTBY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.