Valliance Asset Management LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 329927
- Registered since
- March 6, 2026
- Website
- www.valliance.com
- Custodians
- MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles87.54%
- Other12.46%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Valliance Asset Management LLC is structured as a limited liability company and is registered with the SEC (registration year shown as 2026). The firm identifies as an institutional registered investment adviser serving an institutional client base and is owned by a combination of a foreign entity and an individual. Its stated business activities include operating as a commodity pool operator or commodity trading advisor and providing portfolio management for pooled investment vehicles. The firm charges fees based on a percentage of assets under management and may also levy performance-based fees. Valliance does not identify as an active ESG investor and is not registered as a multi-state adviser, pension consultant, or related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents98%
- Exchange Traded Equities2%
Owners & executives
1 of 1Larri Ballin
Chief Operating OfficerCRD 7300050
Contacts
1 of 1Yiming Zhang
Portfolio ManagerCRD 5804707
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1 World Trade Ctr
- Time zone
- ET (UTC-5)
- Office locations
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