Valhum Asset Management, LLC

RIASEC RegisteredEst. 2022
Total AUM
$100M
Discretionary
$0
0% of AUM
Avg account
$100M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
Upper Saddle River, New Jersey
CRD number
323895
Registered since
November 25, 2022
Fee structure
Other
Client types
  • Insurance Companies100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Valhum Asset Management, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2022. The firm is individually owned and positions itself to provide portfolio management services for businesses and other institutional clients. Its regulatory filings indicate it does not identify as a capital allocator, is not an active ESG investor, and is not a pension consultant or related adviser. The ADV lists a broker‑dealer affiliation and classifies the firm’s fee structure as “Other,” with no further fee detail disclosed in the snapshot.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 70%, Non-Investment Grade Corp Bonds 20%, Investment Grade Corp Bonds 10%70%
  • Other70%
  • Non-Investment Grade Corp Bonds20%
  • Investment Grade Corp Bonds10%

Contacts

1 of 1
  • Anatoly Burman

    Registered RepresentativeCRD 1652002

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Upper Saddle River, NJ

Bergen

Location

Upper Saddle River, NJ

Headquartered in Upper Saddle River, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Bergen
Address
36 Sleepy Hollow Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth