Dorfman Value Investments LLC
Firm details
- Headquarters
- Newton, Massachusetts
- CRD number
- 120911
- Website
- dorfmanvalue.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI54.57%
- Individuals37.33%
- Pooled Investment Vehicles5.24%
- Corporations / Businesses2.86%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Dorfman Value Investments LLC is structured as a limited liability company and is classified in the data as a hedge fund. Ownership is individual, and the firm serves both individual/family clients and institutional investors. Its fee model combines a percentage of assets under management with performance-based fees. The firm provides portfolio management across a mix of client types: individuals and small businesses, pooled investment vehicles, and business or institutional accounts. The profile indicates the adviser does not identify as an ESG-focused investor and is not listed as a multi-state or newly formed adviser. It is also not described as a pension consultant or a related adviser, and it is not identified as a capital allocator in the snapshot.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents4%
- Derivatives1%
Contacts
2 of 2
John Dorfman
ChairmanCRD 4374880

Katharine Davidge
Vice PresidentCRD 5428490
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newton, MA
Middlesex
Location
Newton, MA
Headquartered in Newton, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 24 Burnside Rd
- Time zone
- ET (UTC-5)
- Office locations
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