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CRD#: 157246
RIA

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

VALINOR MANAGEMENT, L.P. is located at 405 Lexington Avenue, 34th Floor C/o 2912 Advisors Lp, New York, NY 10174. VALINOR MANAGEMENT, L.P. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of VALINOR MANAGEMENT, L.P.’s clients are individuals and 0% of their clients are high net worth individuals. VALINOR MANAGEMENT, L.P. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at VALINOR MANAGEMENT, L.P. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access VALINOR MANAGEMENT, L.P.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at VALINOR MANAGEMENT, L.P.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for VALINOR MANAGEMENT, L.P. Comes From

Understanding the Statistics for VALINOR MANAGEMENT, L.P. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
405 Lexington Avenue 34th Floor C/o 2912 Advisors Lp, New York, NY, 10174
Phone Number
(212) 918-5230
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV
Part 2 Brochures
FORM ADV (PART 2A) - VALINOR MANAGEMENT, L.P. (8/28/2020)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
GALLO, DAVID, LAWRENCEMANAGING PARTNER07/20072502607
VALINOR MANAGEMENT ASSOCIATES, LLCGENERAL PARTNER04/2015

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Advisor's working at VALINOR MANAGEMENT, L.P.

CC
AdvisorCheck Check Mark

Cathy Clay Cash

Catherine Clay Cash, Catherine Cash, Cathy Cash, Catherine Cash Plumb, Cathy Plumb
IAR
CRD#: 2812913
Location:
Santa Barbara, CA 93101
Company:
MORTON WEALTH
Disclosures:
Experience:
29 years
View Profile
BD
AdvisorCheck Check Mark

Brian T Deegan

Brian Thomas Deegan
RR
CRD#: 4785531
Location:
New York, NY 10170
Company:
NYLIFE SECURITIES LLC
Disclosures:
Experience:
21 years
View Profile
John Walter Sanders Jr.
AdvisorCheck Check Mark

John Walter Sanders Jr.

John W Sanders Jr.
IAR
CRD#: 6788688
CFP®: Certified Financial Planner
Location:
Charlotte, NC 28203
Company:
PORTUS WEALTH ADVISORS, LLC
Disclosures:
Experience:
8 years
View Profile
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