Asset Value Investors Limited

RIASEC RegisteredEst. 2006
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$253M
Accounts
9
Employees
23
Advisory reps
9

Firm details

Headquarters
London,
CRD number
137779
Registered since
January 19, 2006
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 privately held corporate adviser formed in 2006 that serves institutional clients. Ownership is identified as a combination of a foreign entity and an individual. The firm provides portfolio management for pooled investment vehicles and for businesses or institutional accounts. Its compensation mixes a percentage-of-AUM fee with performance-based fees. Asset Value Investors is not registered as a multi-state adviser, does not describe itself as an active ESG investor, and does not act as a capital allocator in the filing data.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Owners & executives

2 of 2
  • John Kidd

    John Kidd

    CFO & CCOCRD 6056487

  • Joseph Bauernsfreund

    Joseph Bauernsfreund

    CEO & Chief Investment OfficerCRD 5065906

Contacts

3 of 7
  • Alan Bartlett

    Alan Bartlett

    Non-Executive DirectorCRD 6566101

  • Nicola Cowman

    Office ManagerCRD 7839927

  • Thomas Treanor

    Thomas Treanor

    DirectorCRD 6846012

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
2 Cavendish Sq
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth