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Valueworks LLC

● SEC registered since 2001CRD 116850SEC# 801-60663New York City, NY
Export (members)
Ranks #3,781 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$429.4M
Fund GAV
$293.3M
Private funds
1
Employees
6
Accounts
105
Location
New York City, NY

Valueworks LLC assets under management

Valueworks LLC operates as an SEC-registered investment adviser based in New York City, NY. The firm has been registered since 2001. It reports $429.4 million in regulatory assets under management and employs 6 people. Valueworks LLC manages 1 private fund with combined gross assets of $293.3 million, including Valueworks Limited Partners LP. By regulatory assets, it ranks 3,781 of 5,911 private fund managers.

Valueworks LLC private funds

1 funds · $293.3M GAV
FundTypeGross assetsMin.
Valueworks Limited Partners LPHedge$293.3M$500K

Valueworks LLC owners & executives

2 reported
NameTitleOwnershipSince
Charles Spencer Lemonides ControlManaging MemberOver 75%2001
Mario John Del PozzoChief Compliance OfficerUnder 5%2021

Frequently asked questions

How much does Valueworks LLC manage?

Valueworks LLC reports $429.4 million in regulatory assets under management on its Form ADV.

How many private funds does Valueworks LLC manage?

Valueworks LLC manages 1 private funds with combined gross assets of $293.3 million.

How many employees does Valueworks LLC have?

Valueworks LLC reports 6 employees.

Where is Valueworks LLC located?

Valueworks LLC is based in New York City, NY and has been SEC-registered since 2001.

Does Valueworks LLC disclose fund performance?

Valueworks LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne World Trade, Suite 84g, New York City, NY 10007
Phone212-819-1818
Fax212-819-1463
Office hours9a.m.-5p.m.
SEC regionNew York Regional Office (NYRO)
CIK1282189
Discloses disciplinary historyNo

Assets under management

Discretionary$429.4M
Non-discretionary$0
Total (RAUM)$429.4M

Service providers