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ASSET VALUE INVESTORS LIMITED

CRD 137779 · SEC 801-65228

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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2 CAVENDISH SQUARE, LONDON, W1G 0PU, United Kingdom

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.28B

Discretionary AUM

$2.28B

Team

23 total employees; 12 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2025-12-23

Disciplinary history

No

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pooled investment vehicles8$2.17B
State/municipal entities1$106.3M

All web addresses on file

Official SEC filing: View on IAPD