Valorem LLC - Investment Advisers

About Valorem LLC

Valorem LLC is an investment adviser headquartered in New York, New York, and is included among investment advisers in New York. The firm reports $54.25 million in regulatory assets under management and two employees. It charges a flat annual fee rather than a percentage of portfolio value, and it states that it acts as a fiduciary. The firm says its fee does not rise or fall with account balance, which it presents as removing an incentive to gather more assets in order to increase fees. It also describes access to alternative investments such as private equity, private credit, and venture investments, while noting that these are not suitable for everyone. Its process runs from an initial conversation through strategy design, implementation, and ongoing oversight, with planning that covers retirement, asset allocation, and tax optimization. Sam Caspersen serves as CEO and previously spent fifteen years managing investment portfolios within a family office. Marc Damiano is president and has worked at large institutions including UBS and Fidelity as well as boutique RIAs. The firm is one of the investment advisers in the US listed in this directory, and its website is valoremwealth.com.

Key Facts

Assets Under Management

$54.25M

Employees

2

SEC File Number

801-134978