This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$695MItem 5.F on the latest filing (2026-05-11); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$695M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

1

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

2

Private funds

2Schedule D 7.B(1)

SEC number

801-72336

CRD

157676

Filings on the tape

18

First filed

Feb 14, 2012

Latest filed

May 11, 2026

Organised

Limited Liability Company, NY

• Occurred

  Feb 3, 2020
  Regulatory AUM changed

  Value Holdings Management Co. Llc reported RAUM $430.0M, up 30% from $329.5M (2019-02-08 to 2020-02-03)

  Form ADVobserved 5 days ago
  $100M

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c63a36ef-a9c0-3a15-a452-bfb951e650f3

First observed

Feb 14, 2012

Last observed

May 11, 2026 4 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.