Asset Value Investors Limited
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2
John Kidd
CFO & CCOCRD 6056487

Joseph Bauernsfreund
CEO & Chief Investment OfficerCRD 5065906
Contacts
3 of 7
Alan Bartlett
Non-Executive DirectorCRD 6566101
Nicola Cowman
Office ManagerCRD 7839927

Thomas Treanor
DirectorCRD 6846012
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
London, null
Location
London, null
Headquartered in London, null.
- Address
- 2 Cavendish Sq
- Office locations
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