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VALHUM ASSET MANAGEMENT, LLC

CRD 323895File 801-126955
APPROVED
Filing as of Feb 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$100.0M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $100.0M
Clients
1
1 accounts
Employees
1
Bottom 25% of cohort in NJ

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Nov 25, 2022
Principal office
36 SLEEPY HOLLOW RD, UPPER SADDLE RIVER, NJ, 07458
Phone
203-554-1180

Assets & accounts

ADV Item 5F
Total regulatory AUM
$100.0M
Discretionary AUM
$0
Non-discretionary AUM
$100.0M
Discretionary accounts
0
Non-discretionary accounts
1
Total accounts
1
AUM per client
$100.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Insurance companiesFewer than 5$100.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described) — CONSULTING FEE

Advisory activities

  • Portfolio management for 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Mar 1, 2026Employees21decreased by1
May 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “VALHUM ASSET” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VALHUM ASSET” 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.