GLOBAL VALUE INVESTMENT CORPORATION
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
FINTRXOverview
Global Value Investment Corporation is a hedge-fund–structured investment adviser that manages portfolios for individuals, families and institutions. The firm operates with a fee mix of a percentage of assets under management plus performance-based fees, a setup consistent with active, concentrated investment strategies. Its advisory work spans direct portfolio management for individuals and small businesses, management of pooled investment vehicles and discretionary mandates for institutional clients. The firm also serves as a sponsor, general partner and managing member of pooled vehicles, indicating it both advises and operates private funds it controls. Investment activity centers on publicly traded equities with a stated preference for exchange-traded securities. The adviser does not position itself as an ESG investor, and it registered with the SEC in 2021. Decision-making shows a bias toward concentrated equity holdings supplemented by selectively sourced alternative investments and corporate debt exposures tied to private placements and external funds.
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 Equities45%
- Non-Investment Grade Corp Bonds32%
- Cash & Cash Equivalents10%
- US Government Bonds7%
- Non-Exchange Traded Equities4%
Owners & executives
3 of 3JEFFREY GEYGAN
President, CEOCRD 1705630
JAMES GEYGAN
COO and Senior Vice PresidentCRD 5156746
STACY WILKE
Chief Financial Officer & Chief Compliance OfficerCRD 7350376
Contacts
3 of 4KATHY GEYGAN
Vice PresidentCRD 7884665
SHAWN RICE
DirectorCRD 5374223
THOMAS MOLOSKY
Vice President, AdvisoryCRD 5950159
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$393K in ETFs
100%
$393K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG) | BlackRock | Passive | High Yield Bond | $393K | 9,069 | 100.00% |
Location
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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