Valorem LLC
● SEC registered since 2025CRD 339215SEC# 801-134978New York, NY
Reg. AUM
$54.3M
Employees
2
Accounts
2
Location
New York, NY
Valorem LLC assets under management
Valorem LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2025. It reports $54.3 million in regulatory assets under management and employs 2 people.
Valorem LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Marc Phillip Damiano Control | President | 50-75% | 2025 |
| Owc 12/23/67 Trust Fbo Samuel M.w. Caspersen Control | Owner | 50-75% | 2025 |
| Samuel Morris Westby Caspersen Control | Chief Compliance Officer | Under 5% | 2025 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Valorem LLC manage?
Valorem LLC reports $54.3 million in regulatory assets under management on its Form ADV.
How many employees does Valorem LLC have?
Valorem LLC reports 2 employees.
Where is Valorem LLC located?
Valorem LLC is based in New York, NY and has been SEC-registered since 2025.
Does Valorem LLC disclose fund performance?
Valorem LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 551 Madison Avenue, 12th Floor, New York, NY 10022 |
| Phone | 917-837-8846 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$54.3MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$54.3Mregulatory AUM
Discretionary $0Non-discretionary $54.3M