Valliance Asset Management LLC: new SEC registration, $123M AUM, New York, NY
Valliance Asset Management LLC (New York, New York): new SEC registration, $123M AUM, New York, NY. Its amount of 123 is below the median of 134 (42nd percentile). Dated 243 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 123 · 42th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 177 related NY NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Valliance Asset Management LLC |
| Legal name | Valliance Asset Management LLC |
| CRD | 329927 |
| Status | Approved |
| Registered with the SEC | 2026-03-06 |
| Latest Form ADV filing | 2026-04-24 |
| Location | New York, NY, United States |
| Regulatory AUM | $122,969,712 |
| Accounts | 2 |
| Employees | 1 |
| Website | https://www.valliance.com/ |
| amount percentile | 42th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (178 NY records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-06
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NY first): Park Square Capital USA LP · Silver Rock Capital Partners · Alesco Advisors, LLC, An Esl Company · Bonaccord Capital Partners · S3 Capital Advisors LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Valliance Asset Management LLC and 178 New York peers
- New York NewRiaPulse records like this one: 178
- Valliance Asset Management LLC's amount: 42nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New York peer: $35,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $123M under management.
- Website on file.
What is the NewRiaPulse record for Valliance Asset Management LLC in New York, New York?
Valliance Asset Management LLC received SEC registration as an investment adviser (2026-03-06) with $122,969,712 in regulatory assets under management, based in New York, NY.
How does Valliance Asset Management LLC compare to other New York NewRiaPulse records?
Its amount of 123 is below the median (42th percentile); smaller records often move faster and face less competition. It is 243 days old; check the official source for later updates before acting.
Valliance Asset Management LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Valliance Asset Management LLC | New York, NY | 123 | 42nd | 2026-03-06 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.