Nippon Value Investors

RIASEC RegisteredEst. 2006
Total AUM
$591M
Discretionary
$591M
100% of AUM
Avg account
$197M
Accounts
3
Employees
13
Advisory reps
6

Firm details

Headquarters
Tokyo,
CRD number
140500
Registered since
June 22, 2006
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pooled Investment Vehicles76.57%
  • Corporations / Businesses23.43%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Nippon Value Investors is an institutional registered investment adviser organized as a corporation and in operation since 2006. The firm serves institutional clients and combines percentage-of-AUM and fixed-fee billing. Ownership is reported as a mix of a foreign entity and an individual. Nippon Value Investors also identifies itself as an active ESG investor and maintains roles beyond advisory work — including sponsoring and managing pooled vehicles and operating as a commodity pool operator/commodity trading advisor (CPO/CTA). Advisory responsibilities emphasize portfolio management for pooled investment vehicles and for businesses or other institutions. The firm’s profile indicates a focus on institutional mandates rather than retail households.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Contacts

3 of 6
  • Shingo Kobayashi

    Director of ResearchCRD 5136213

  • Shinichi Tanaka

    Director of Corporate OperationsCRD 7147854

  • Lucy Crawford

    Investment Advisor RepresentativeCRD 6982465

Unlock 3 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

Tokyo, null

Location

Tokyo, null

Headquartered in Tokyo, null.

Address
Ochanomizu Kyoun Building 2f
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth