1949 Value Advisors LLC (Mahwah)

Name: 1949 Value Advisors LLC
Address: One International Blvd.,, Mahwah, NJ, 07495 0032
Telephone: 201-252-8800

1949 Value Advisors LLC is a mid-sized advisory firm based in Mahwah. It manages $27.74 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2017.

1949 Value Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

1949 Value Advisors: assets under management

The assets under management (AUM) of 1949 Value Advisors LLC is $27.74 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $27.74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.55 million each.

Investments

The firm invests in other assets the most. They account for 55% of the total AUM. The second-largest asset type is exchange traded securities, which make up 41% of the firm’s portfolio. Investments in cash and cash equivalents form 5% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay 1949 Value Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at 1949 Value Advisors LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Matthew Thomas Haynes	Chief investment officer, managing member	1 Aug 2014	75% - 100%	1918075
John James Glasheen	Chief compliance officer	1 Aug 2014	Other	1113449

Based in Mahwah

The principal office where 1949 Value Advisors LLC performs its advisory services is located at One International Blvd.,, Mahwah, NJ 07495 0032, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 201-252-8800 or by fax 201-252-8639. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at 1949global.com.