Global Value Investment Corporation

RIASEC Registered
Total AUM
$226M
Discretionary
$224M
99% of AUM
Avg account
$419K
Accounts
539
Employees
11
Advisory reps
7

Firm details

Headquarters
Milwaukee, Wisconsin
CRD number
144260
Registered since
April 30, 2021
Website
gvi-corp.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI69.84%
  • Individuals15.84%
  • Other Investment Advisers10.14%
  • Corporations / Businesses2.69%
  • Pension & Profit Sharing Plans1.01%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Global Value Investment Corporation is a privately owned corporation that operates as a hedge fund manager providing portfolio management for individuals, small businesses, pooled investment vehicles, and institutional/business clients. The adviser registered with the SEC in 2021 and charges a combination of asset-based fees and performance fees. Its regulatory filings indicate the firm does not describe itself as an active ESG investor. Firm-level roles include acting as sponsor, general partner, and managing member of pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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 33%, Non-Investment Grade Corp Bonds 32%, US Government Bonds 20%, Cash & Cash Equivalents 9%, Non-Exchange Traded Equities 4%, Public Funds/Mutual Funds 2%33%
  • Exchange Traded Equities33%
  • Non-Investment Grade Corp Bonds32%
  • US Government Bonds20%
  • Cash & Cash Equivalents9%
  • Non-Exchange Traded Equities4%

Owners & executives

3 of 3
  • James Geygan

    James Geygan

    COO and Senior Vice PresidentCRD 5156746

  • Jeffrey Geygan

    Jeffrey Geygan

    President, CEOCRD 1705630

  • Stacy Wilke

    Stacy Wilke

    Chief Financial Officer & Chief Compliance OfficerCRD 7350376

Contacts

3 of 4
  • Thomas Molosky

    Thomas Molosky

    Vice President, AdvisoryCRD 5950159

  • Malcolm Maclaren

    Malcolm Maclaren

    Vice PresidentCRD 6345780

  • Kathy Geygan

    Vice PresidentCRD 7884665

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$393K in ETFs

Passive

100%

$393K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG)BlackRockPassiveHigh Yield Bond$393K9,069100.00%

Location

Primary office

Milwaukee, WI

Milwaukee

Location

Milwaukee, WI

Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area
Milwaukee-Racine-Waukesha, WI
Region
Midwest
County
Milwaukee
Address
1433 N Water St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth