VALUEVEST MANAGEMENT COMPANY II, LLC
CRD #135365 SEC #801-64237 SAN FRANCISCO, CA 415-677-1500
SEC Registered
Total AUM
$13.5M
Discretionary
$13.5M
Employees
5
Clients
--
Accounts
3
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 14, 2005
- 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 |
| BAKAR, MARK, BRADLEY | I | MANAGING MEMBER | D | Control |
| CARIANI, DAVID, JOSEPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| CARIANI, DAVID, JOSEPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| CARIANI, DAVID, JOSEPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Dec 14, 2005 REGISTERED
Notice Filings (1)
CA
Address
ONE FERRY BUILDINGSUITE 255
SAN FRANCISCO, CA 94111
USA
Phone: 415-677-1500