VALUESTREAM ADVISORS LLC
Legal name: VALUESTREAM VENTURES
CRD #308313 SEC #802-118538 617 417 8090
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
--
Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANTLE, KARL, D | I | MANAGER | NA | Control |
| ANTLE, KARL, D | I | MANAGER | NA | Control |
| ANTLE, KARL, D | I | MANAGER | NA | Control |
| ANTLE, KARL, D | I | MANAGER | NA | Control |
| ANTLE, KARL, D | I | MANAGER | NA | Control |
| ANTLE, KARL, D | I | MANAGER | NA | Control |
| ELWELL, JOSHUA | I | MANAGER | NA | Control |
| ELWELL, JOSHUA | I | MANAGER | NA | Control |
| ELWELL, JOSHUA | I | MANAGER | NA | Control |
| ELWELL, JOSHUA | I | MANAGER | NA | Control |
| ELWELL, JOSHUA | I | MANAGER | NA | Control |
| ELWELL, JOSHUA | I | MANAGER | NA | Control |
| NEUFELD, GREGORY | I | MANAGER | NA | Control |
| NEUFELD, GREGORY | I | MANAGER | NA | Control |
| NEUFELD, GREGORY | I | MANAGER | NA | Control |
| NEUFELD, GREGORY | I | MANAGER | NA | Control |
| NEUFELD, GREGORY | I | MANAGER | NA | Control |
| NEUFELD, GREGORY | I | MANAGER | NA | Control |
| VALUESTREAM LLC | DE | MEMBER | E | Control |
| VALUESTREAM LLC | DE | MEMBER | E | Control |
| VALUESTREAM LLC | DE | MEMBER | E | Control |
| VALUESTREAM LLC | DE | MEMBER | E | Control |
| VALUESTREAM LLC | DE | MEMBER | E | Control |
| VALUESTREAM LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ANTLE, KARL, D | I | VALUESTREAM LLC | C | Control |
| ANTLE, KARL, D | I | VALUESTREAM LLC | C | Control |
| ANTLE, KARL, D | I | VALUESTREAM LLC | C | Control |
| ANTLE, KARL, D | I | VALUESTREAM LLC | C | Control |
| ANTLE, KARL, D | I | VALUESTREAM LLC | C | Control |
| ELWELL, JOSHUA | I | VALUESTREAM LLC | C | Control |
| ELWELL, JOSHUA | I | VALUESTREAM LLC | C | Control |
| ELWELL, JOSHUA | I | VALUESTREAM LLC | C | Control |
| ELWELL, JOSHUA | I | VALUESTREAM LLC | C | Control |
| ELWELL, JOSHUA | I | VALUESTREAM LLC | C | Control |
| NEUFELD, GREGORY | I | VALUESTREAM LLC | C | Control |
| NEUFELD, GREGORY | I | VALUESTREAM LLC | C | Control |
| NEUFELD, GREGORY | I | VALUESTREAM LLC | C | Control |
| NEUFELD, GREGORY | I | VALUESTREAM LLC | C | Control |
| NEUFELD, GREGORY | I | VALUESTREAM LLC | C | Control |
Registrations
Federal
ERA
Mar 31, 2025 REGISTERED
Address
Phone: 617 417 8090