VALUVEST MANAGEMENT COMPANY, LLC
Legal name: VALUEVEST MANAGEMENT CO LLC
CRD #111465 SEC #801-49950 SAN FRANCISCO, CA (415) 749-3002
SEC Registered
Total AUM
$14.9M
Discretionary
$14.9M
Employees
5
Clients
--
Accounts
2
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 19, 2001
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAKAR, MARK, BRADLEY | I | MANAGING MEMBER | D | Control |
| BAKAR, MARK, BRADLEY | I | MANAGING MEMBER | D | Control |
| STURM, DONALD, LAWRENCE | I | MEMBER | D | Control |
| STURM, DONALD, LAWRENCE | I | MEMBER | D | Control |
Registrations
Federal
IA
Jun 19, 2001 REGISTERED
Notice Filings (1)
CA
Address
3288 STEINER STREETSUITE 200
SAN FRANCISCO, CA 94123
USA
Phone: (415) 749-3002