$54.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
0 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2025
- Office Locations
- 2
Office Locations
551 Madison Avenue 12th Floor NEW York NY
-- Morris Plains NJ
About Valorem LLC
Valorem LLC is a NEW York-based RIA with 2 offices. The firm has been operating for 0 years. Managing $54.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$54.3M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MARC PHILLIP DAMIANO
President
- CRD
- #7076486
- Ownership
- 50% but less than 75%
Available
Available
Available
S
SAMUEL MORRIS WESTBY CASPERSEN
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $54,254,178 | $27,127,089 |
| Total | $54,254,178 | $27,127,089 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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