$35.3M Total AUM
$35.3M Disc. AUM
-- 3Y CAGR
2 Employees
48 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Alpha oakGlacier north
- Established Date
- 09-16-2002
- Office Locations
- 1
Office Locations
101 Federal Street Suite 1900 Boston MA
About Dorfman Value Investments LLC
Dorfman Value Investments is a Boston-based RIA led by value manager John Dorfman, providing discretionary portfolio management with a contrarian, value-oriented approach and direct client communication. The firm serves retail and institutional investors and often implements equity exposure via ETFs in SMAs (custodied at Charles Schwab). Dorfman is a longtime market columnist published in WSJ, Forbes, Bloomberg and others.
Team overview
76 AVG AGE
$17.6M AVG AUM / ADVISOR
$735.0K AVG AUM / CLIENT
18.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age
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Asset Classes
Frontier insight Fusion focus Eagle optima Alpha optima
Custodian
Vector ridge Harbor vertex Beacon signal Momentum ridge Eagle
Fund Managers
Beacon vital
Investment Themes
Zenith optima
Investment Vehicles
Vital foundation Meridian
Platform
Vertex
Services
Horizon wave Quantum alpha
Technology
Vector Vital
Owner & Executives
JOHN ROGER DORFMAN
Chairman
- CRD
- #4374880
- Ownership
- 75% or more
(762) 984-2519
value.fusion@momentumcapital.com
in linkedin.com/in/unison-legacy
Showing 1 of 1 owners & executives
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K
KATHARINE WEEKS DAVIDGE
Manager
- CRD
- #5428490
(213) 241-6134
element.value@alphacapital.com
in linkedin.com/in/summit-ember
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,280,384 | $308,466 |
| Non-Discretionary | $0 | -- |
| Total | $35,280,384 | $308,466 |
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Separately Managed Accounts
Total SMA Asset: $33,430,701
Equity - Exchange:
41.5% Cash:
26.1% Derivatives:
32.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,316,589,621 | 41.5% |
| Cash | $828,023,834 | 26.1% |
| Derivatives | $1,027,891,657 | 32.4% |
| Total | $3,172,505,112 | 100.0% |