Valueact SmaLLCap Management, L.P. is a related adviser based in San Francisco. It manages $27.2 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Texas, and Utah.
Valueact SmaLLCap Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Valueact SmaLLCap Management, L.P. is $27.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
David James Lockwood has served as the Chief Investment Officer since 1 Jan 2007. Llc Valueact Smallcap Slp joined the executive team most recently as the Limited Partner.
The principal office where Valueact SmaLLCap Management, L.P. performs its advisory services is located at 435 Pacific Ave, San Francisco, CA 94133, which is also the mailing address of the firm. An additional office of the firm is in Park City, UT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-362-3700 or by fax 415-362-5727. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.