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CEREDEX VALUE ADVISORS LLC
CEREDEX VALUE ADVISORS LLC (CRD# 146023) is an SEC-Registered Investment Advisor (RIA), headquartered in Orlando, FL. The SEC approved the firm to operate as an RIA in Jan 2008. In Mar 2019, the firm reported total Regulatory Assets Under Management (RAUM) of $8.0 Billion, with discretion over 99% of those assets.   Pooled investment vehicles (Private Funds) account for 3% of RAUM.   Non-US investors represent 2% .  
 
CEREDEX VALUE ADVISORS LLC also reported in Mar 2019
  • 13 employees, all of whom perform advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
CEREDEX VALUE ADVISORS LLC has no disclosure events reported to the SEC at this time.
 

View CEREDEX VALUE ADVISORS LLC's most recent Form ADV filing
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CEREDEX VALUE ADVISORS LLC has Notice Filings with the following State Securities Authorities: AK-Mar 2008, AL-Mar 2008, AR-Mar 2008, AZ-Mar 2008, CA-Mar 20 , CO-Mar 2008, CT-Mar 2008, DC-Mar 2008, DE-Mar 2008, FL-Jan 2 , GA-Jan 2008, HI-Mar 2008, IA-Mar 2008, ID-Mar 2008, IL-Apr 2 , IN-Mar 2008, KS-Mar 2008, KY-Mar 2008, LA-Mar 2008, MA-Mar 2 , MD-Mar 2008, ME-Mar 2008, MI-Mar 2008, MN-May 2008, MO-Mar 2 , MS-Mar 2008, MT-Mar 2008, NC-Mar 2008, ND-Mar 2008, NE-Mar 2 , NH-Mar 2008, NJ-Apr 2008, NM-Mar 2008, NV-Mar 2008, NY-Mar 2 , OH-Mar 2008, OK-Mar 2008, OR-Mar 2008, PA-Mar 2008, RI-Mar 2 , SC-Mar 2008, SD-Mar 2008, TN-Mar 2008, TX-Mar 2008, UT-Mar 2 , VA-Jan 2008, VT-Mar 2008, WA-Mar 2008, WI-Mar 2008, WV-Mar 2 , WY-Mar 2018


Disclaimer: 
The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel free to contact FindingFraud.org with questions or concerns.


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