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PROSPECTIVE VALUE PARTNERS LLC
CRD 258786
309 COURT AVENUE, SUITE 211, DES MOINES, IA, 50309, United States
Phone
515-875-4928
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$76.0M
Discretionary AUM
$76.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $3.9M |
| High net worth individuals | 29 | $71.0M |
All web addresses on file
Official SEC filing: View on IAPD