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Intrinsic Value Partners, LLC

● SEC registered since 2013CRD 165214SEC# 801-78111Phoenix, AZ
Export (members)
Reg. AUM
$176M
Employees
3
Accounts
191
Location
Phoenix, AZ

Intrinsic Value Partners, LLC assets under management

Intrinsic Value Partners, LLC operates as an SEC-registered investment adviser based in Phoenix, AZ. The firm has been registered since 2013. It reports $176 million in regulatory assets under management and employs 3 people.
www.ivpaz.comView on SEC.gov ↗

Intrinsic Value Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Carter Allen Pearl ControlManaging Member, Member, CeoOver 75%2012
Daniel Steven Flack ControlManaging Member, Member, Cco5-10%2013

Frequently asked questions

How much does Intrinsic Value Partners, LLC manage?

Intrinsic Value Partners, LLC reports $176 million in regulatory assets under management on its Form ADV.

How many employees does Intrinsic Value Partners, LLC have?

Intrinsic Value Partners, LLC reports 3 employees.

Where is Intrinsic Value Partners, LLC located?

Intrinsic Value Partners, LLC is based in Phoenix, AZ and has been SEC-registered since 2013.

Does Intrinsic Value Partners, LLC disclose fund performance?

Intrinsic Value Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4742 N 24th Street, Suite 300, Phoenix, AZ 85016
Phone(480) 522-2032
Fax480-522-2033
Office hoursBy Appointment Only
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$176M
Non-discretionary$0
Total (RAUM)$176M