# Allied Value, LLC

> Allied Value, LLC is a state-registered investment advisory firm in San Francisco, CA, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 8, 2026.

- CRD: 153965
- Filed as: ALLIED VALUE, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: April 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/153965
- AdvisorCensus page: https://advisorcensus.com/firm/allied-value-llc-san-francisco-ca-153965

## Quick answers

**How is Allied Value, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Allied Value, LLC reports these compensation arrangements: performance-based fees.

**Where is Allied Value, LLC located?**
Allied Value, LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Allied Value, LLC registered with the SEC or a state?**
Allied Value, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 153965.

**How much does Allied Value, LLC manage?**
Allied Value, LLC reports $4,002,376 in regulatory assets under management in its Form ADV filing dated April 8, 2026 (100% discretionary).

**Does Allied Value, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/153965

## From the Form ADV filing

### Compensation (Item 5.E)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $4,002,376
- Discretionary: $4,002,376
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $4,002,376 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2010 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alliedvalue.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Allied Value, LLC (CRD 153965): Form ADV filing data as of October 2026.