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F&V CAPITAL MANAGEMENT, L.L.C.
CRD 146399 · SEC 801-68848
2300 GLADES RD, STE 220W, BOCA RATON, FL, 33431-7386, United States
Phone
561-208-1081
Fax
561-208-1082
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$557.8M
Discretionary AUM
$540.6M
Team
7 total employees; 7 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsLUXEMBOURG-BASED MUTUAL FUND
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $5.4M |
| High net worth individuals | 100 | $452.2M |
| Corporations/business entities | 18 | $63.3M |
States served
NY, FL
All web addresses on file
Official SEC filing: View on IAPD