Value Holdings Management Co LLC

RIASEC RegisteredEst. 2011
Total AUM
$695M
Discretionary
$695M
100% of AUM
Avg account
$347M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
157676
Registered since
May 24, 2011
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Value Holdings Management Co LLC is a privately owned hedge fund adviser that registered with the SEC in 2011 and serves an institutional client base. The firm focuses on managing pooled investment vehicles, acting both as portfolio manager and as sponsor/GP/managing member of those vehicles. Its compensation combines a percentage of assets under management with performance-based fees. The firm does not market itself as an ESG investor and is not registered as a multistate adviser. Its business activity centers on active investment management for pooled funds rather than direct retail advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Timothy Curro

    Managing MemberCRD 1722069

Wealth teams

FINTRX

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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth