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VALUR ROBO ADVISORS
Legal name: VALUR ROBO ADVISORS LLC
CRD 318675File 801-123279
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$27K
Bottom 25% of cohort (national)
Discretionary AUM
$3K
Non-discretionary $23K
Clients
14
15 accounts
Employees
2
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 3, 2022
- Principal office
- 500 8TH AVENUE,, FRNT 3 #1851, NEW YORK, NY, 10018
- Phone
- 415-968-9304
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $27K
- Discretionary AUM
- $3K
- Non-discretionary AUM
- $23K
- Discretionary accounts
- 1
- Non-discretionary accounts
- 14
- Total accounts
- 15
- AUM per client
- $2K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 14 | $27K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 2 | decreased by3 |
| Apr 1, 2026 | Clients | 15 | 14 | decreased by1 |
| Apr 1, 2026 | AUM | $2,917,821 | $26,526 | decreased by$2,891,295 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $2,917,821 | increased by$2,917,821 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 15 | increased by15 |
| Apr 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VALUR ROBO” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VALUR ROBO” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.