VALUR ROBO ADVISORS

VALUR ROBO ADVISORS LLC Legal Name

Adviser information for VALUR ROBO ADVISORS last updated from Form ADV on March 29th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation % of AUM

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 0
Portfolio Manager to Program Sponsor
VALUR ROBO ADVISORS LLC WRAP FEE PROGRAM VALUR ROBO ADVISORS

Identifiers

SEC RIA File Number 801-123279
SEC ERA File Number 801-123279
SEC CIK Numbers None
SEC CRD Numbers 318675
Legal Entity Identifier None

Principal Office

1100 BRICKELL BAY DRIVE
UNIT 50-E
MIAMI
FL
United States
Monday - Friday, 9:00 AM - 6:00 PM
Tel: 415-968-9304, Fax: None

Chief Compliance Officer

SUBRAMONIAN MAHADEVAN
1100 BRICKELL BAY DRIVE
UNIT 50-E
MIAMI
FL
United States
Tel: 248-877-4784
(Full email address available in API data)

Regulatory Contact

SUBRAMONIAN MAHADEVAN
1100 BRICKELL BAY DRIVE
UNIT 50-E
MIAMI
FL
United States
Tel: 2488774787
(Full email address available in API data)

Industry Affiliates

VALUR ADVISORS LLC Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
VALUR INC. Domestic Entity SOLE MEMBER 01/2021 > 75%
MAHADEVAN, SUBRAMONIAN Individual CEO AND CCO 01/2022 < 5%
MAHADEVAN, SUBRAMONIAN Individual VALUR INC. SHAREHOLDER 01/2021 > 75%
Love, Jeffrey, Alexander Individual CHIEF LEGAL OFFICER 01/2022 < 5%

No. Employees, Historic

10502022202320244 on 1/21/20224 on 2/25/20224 on 3/29/2023

RAUM, Historic

000202220230 on 1/21/20220 on 2/25/2022