NIPPON VALUE INVESTORS

RIASEC RegisteredEst. 2006

Total AUM

$899M

Discretionary

$899M

100% of AUM

Avg account

$225M

Accounts

Employees

Advisory reps

Firm details

Headquarters: TOKYO,
CRD number: 140500
Registered since: June 22, 2006
Website: www.nippon-value.com
Custodians: STATE SREET CUSTODIAL SERVICES (IRELAND) LIMITED, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees
Client types: Other56.39%
Pooled Investment Vehicles33.9%
Corporations / Businesses9.71%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Nippon Value Investors is a corporation registered with the SEC since 2006 that provides discretionary portfolio management across institutional and pooled-vehicle clients. The firm’s stated activities include serving as a CPO/CTA and acting as sponsor, general partner, or managing member of pooled investment vehicles. Ownership is listed as a mix of a foreign entity and an individual. Fee arrangements combine a percentage-of-AUM component with fixed fees. The firm does not identify as an active ESG investor. Advisory capabilities span portfolio management for individuals and small businesses, pooled investment vehicles, and businesses or institutions. The regulatory snapshot classifies the adviser as unclassified and indicates the firm is not a multi-state or newly formed adviser.