V
$26.5K Total AUM
$3.3K Disc. AUM
-- 3Y CAGR
2 Employees
14 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2022
- Office Locations
- 1
Office Locations
500 8TH Avenue, Frnt 3 #1851 NEW York NY
About Valur Robo Advisors
Valur Finance (Valur Robo Advisors) supports advisors serving high earners and business owners with tax-advantaged oil & gas fund strategies and planning tools to size allocations and model ordinary income, capital gains, and estate tax impacts. The platform streamlines onboarding and lets clients move from evaluation through diligence to e-signatures and funding in real time; Schwab is a reported custodian.
Team overview
-- AVG AGE
$26.5K AVG AUM / ADVISOR
$1.9K AVG AUM / CLIENT
4.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Services
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Technology
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Owner & Executives
S
SUBRAMONIAN MAHADEVAN
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #6972513
- Ownership
- Less than 5%
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,331 | $3,331 |
| Non-Discretionary | $23,195 | $1,657 |
| Total | $26,526 | $1,768 |
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Separately Managed Accounts
Total SMA Asset: Available
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Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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