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DORFMAN VALUE INVESTMENTS LLC

Advisory

BOSTON, MA

Data as of Mar 6, 2026 · Source: SEC Form ADV

Rank in MA
#1,239
of 1,590 advisers by AUM
AUM change, 1 year
-17.7%
15th percentile in MA
AUM CAGR, 3 year
-15.2%
compound annual growth
Average account
$511K
across 69 accounts
AUM per adviser
$18M
2 advisers
Filing history
19
filings since 2004

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM
$35M
1-Year AUM Growth
-17.7%
3-Year CAGR
-15.2%
Employees
2
Assets Under Management
Total AUM$35M
Discretionary AUM$35M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients48
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record19
First FilingMar 26, 2004
Latest FilingMar 6, 2026
Full AUM trend chart and 19 historical filings spanning 22+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA, NC, NY, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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