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Valueworks Investment Managment, LLC (New York City)


Valueworks Investment Managment, LLC is a large advisory firm based in New York City. It manages $85.52 million of regulatory assets for 115 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

Valueworks Investment Managment provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Valueworks Investment Managment: assets under management

The assets under management (AUM) of Valueworks Investment Managment, LLC is $85.52 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $85.52 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $743.62 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Valueworks Investment Managment, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York City

The principal office where Valueworks Investment Managment, LLC performs its advisory services is located at 1450 Broadway, New York City, NY 10018, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-819-1818 or by fax 212-819-1463. The normal business hours are 9am-5pm on Monday - Friday.


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