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DORFMAN VALUE INVESTMENTS LLC
CRD 120911 · SEC 801-62975
101 FEDERAL STREET, SUITE 1900, BOSTON, MA, 02110, United States
Phone
617-542-8888
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$35.3M
Discretionary AUM
$35.3M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $13.2M |
| High net worth individuals | 13 | $19.3M |
| Pooled investment vehicles | 1 | $1.8M |
| Corporations/business entities | 1 | $1.0M |
All web addresses on file
Official SEC filing: View on IAPD