RIA Intel›Advisers›Delaware›EXPECTED VALUE MANAGEMENT LLC

EXPECTED VALUE MANAGEMENT LLC

Advisory

Data as of Oct 18, 2023 · Source: SEC Form ADV

Average account

$1M

across 30 accounts

AUM per adviser

$42M

1 advisers

Source: SEC Form ADV. Figures as filed Oct 18, 2023.

Total AUM

$42M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$42M

Discretionary AUM$15M

Non-Discretionary AUM$27M

Discretionary %35.5%

Total Clients8

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

8 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

PC2 CAPITAL LP

$42M

STEVARD LLC

$43M

0.0% 1Y

RADNORWOOD CAPITAL, LLC

$41M

CARL F. PETERSEN, INC.

$43M

HOLDEN FAMILY OFFICE, LLC

$40M

FINANCIAL DECISIONS (USA) LLC

$40M

Get the full picture on EXPECTED VALUE MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track EXPECTED VALUE MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans