Asset Value Investors Limited

RIASEC RegisteredEst. 2006

Total AUM

$2.3B

Discretionary

$2.3B

100% of AUM

Avg account

$253M

Accounts

Employees

Advisory reps

Firm details

Headquarters: London,
CRD number: 137779
Registered since: January 19, 2006
Website: www.assetvalueinvestors.com
Custodians: SAFE CUSTODY OF ASSETS
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles95.34%
State / Municipal Government4.66%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Asset Value Investors Limited is a corporate, SEC‑registered institutional adviser that focuses on institutional clients and pooled investment vehicles. The firm, registered since 2006 and owned by a combination of a foreign entity and an individual, provides portfolio management for pooled funds and for businesses or institutional mandates. Its fee model pairs asset‑based fees with the potential for performance fees. The firm does not position itself as an active ESG investor and is not registered as a multi‑state adviser.