DORFMAN VALUE INVESTMENTS LLC

Overview

Dorfman Value Investments LLC operates as a small, equity-focused advisory and hedge fund manager that serves individual, family and institutional clients. The firm’s advisory work centers on portfolio management across separately managed accounts and pooled investment vehicles, using a fee model that combines a percentage of assets under management with performance-based fees. Public equities dominate the firm’s approach: exchange-traded securities make up the bulk of investable assets and drive day-to-day portfolio construction. The firm does not describe itself as an active ESG investor. Dorfman Value Investments also runs at least one private pooled vehicle organized as a hedge fund, reflecting a willingness to blend liquid equity management with less liquid, performance-oriented structures. Advisory coverage spans individuals and small businesses as well as institutional and pooled clients, indicating a mix of retail and wholesale relationships rather than a single niche such as family office services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices