GLOBAL VALUE INVESTMENT CORPORATION

CRD 144260 · SEC 801-121076

Visit website

1433 N WATER STREET, SUITE 400, MILWAUKEE, WI, 53202, United States

Phone

262-478-0640

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$225.6M

Discretionary AUM

$224.4M

Team

11 total employees; 7 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-03-20

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)ASSET MANAGEMENT TO OTHER INVESTMENT ADVISORS AND FINANCIAL INSTITUTIONS

Client types

Type	Clients	AUM
Individuals	120	$35.7M
High net worth individuals	54	$157.6M
Pooled investment vehicles	1	$348K
Pension/profit sharing plans	4	$2.3M
Charitable organizations	3	$716K
Other investment advisers	6	$22.9M
Corporations/business entities	4	$6.1M

States served

AZ, CA, CO, IL, MT, NJ, NY, PA, SC, WV, WI, WY, WA, TX, FL

All web addresses on file

https://gvi-corp.com/
https://www.linkedin.com/company/global-value-investment-corp

Official SEC filing: View on IAPD