E
CRD: 308043
Expected Value Management LLC
NEW York, NY
6462855491
$42.0M Total AUM
$14.9M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
4 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-11-2022
- Office Locations
- 1
Office Locations
-- Brooklyn NY
About Expected Value Management LLC
Expected Value Management LLC is a NEW York-based RIA. The firm has been operating for 4 years. Managing $42.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Insurance.
Team overview
-- AVG AGE
$42.0M AVG AUM / ADVISOR
$4.7M AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Oak Pioneer peak Quantum
Investment Themes
Vertex
Investment Vehicles
Optima crest
Services
Bridge
Owner & Executives
T
TEMITOPE OLUWAFISAYO OMOJOLA
Managing Partner
- CRD
- #4980101
- Ownership
- 75% or more
(240) 516-7959
unison.harbor@signalcapital.com
in linkedin.com/in/pathway-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,914,000 | -- |
| Non-Discretionary | $27,125,000 | -- |
| Total | $42,039,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,239,000
Cash:
38.7% Equity - Exchange:
61.3% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $1,993,538,417 | 38.7% |
| Equity - Exchange | $3,157,723,642 | 61.3% |
| Total | $5,151,262,059 | 100.0% |