PRIVATE VALUE MANAGEMENT, LP

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NEPTUNE BEACH, Florida
CRD number
161946
Registered since
March 29, 2012

Firm profile

FINTRX

Overview

Private Value Management, LP is a small, SEC-registered limited partnership formed in 2012 that operates primarily as a private fund manager rather than a retail investment-advice firm. The firm is owned by an individual and is classified as an unclassified adviser; it is not registered as a multi-state adviser and does not identify as an active ESG investor. Its publicly available footprint indicates focused activity through a single fund vehicle rather than a broad advisory platform serving retail or institutional advisory clients. The firm’s visible investment activity centers on hedge fund management. That structure signals a preference for alternative investment approaches and implies execution of strategies outside a straightforward long-only public equities mandate. With a compact investor base and one active fund, governance and investor relations are likely concentrated and operational decisions are probably driven by the fund’s managing partners rather than a large advisory team.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • MICHAEL COOK

    Managing Member, General PartnerCRD 1008275

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NEPTUNE BEACH, FL

DUVAL

Location

NEPTUNE BEACH, FL

Headquartered in NEPTUNE BEACH, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
DUVAL
Address
704 Ocean Front
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth