Dorfman Value Investments LLC

Overview

Dorfman Value Investments LLC is structured as a limited liability company and is classified in the data as a hedge fund. Ownership is individual, and the firm serves both individual/family clients and institutional investors. Its fee model combines a percentage of assets under management with performance-based fees. The firm provides portfolio management across a mix of client types: individuals and small businesses, pooled investment vehicles, and business or institutional accounts. The profile indicates the adviser does not identify as an ESG-focused investor and is not listed as a multi-state or newly formed adviser. It is also not described as a pension consultant or a related adviser, and it is not identified as a capital allocator in the snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives