VALUE INVESTMENT PROFESSIONALS, LLC
SEC RegisteredAbout the firm
Value Investment Professionals is a Registered Investment Advisor located in New York. They provide fee-only asset management services to individuals, families, non-profit entities, and institutional clients, selecting investments based on quantitative merit across the investment spectrum rather than solely relying on pooled vehicles such as mutual funds.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-only asset management services with fees based 100% on assets under management, billed quarterly. Services include rigorous investment analysis, personalized investment plans reviewed at least annually, and access to investments from a variety of independent sources. Assets are held in trust with an insured custodian with full online transparency.
Who they serve
Individuals, families, non-profit entities, and institutional clients.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 90 | $26M |
| High Net Worth Individuals | 66 | $219M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 2 | $2.3M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.25% |
| $1,000,001 - $10,000,000 | 1.00% |
| Above $10,000,000 | 0.90% |
Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. VALUE INVESTMENT PROFESSIONALS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.