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Asset Value Investors Limited

● SEC registered since 2006CRD 137779SEC# 801-65228London
Export (members)
Reg. AUM
$2.28B
Employees
23
Accounts
9
Location
London

Asset Value Investors Limited assets under management

Asset Value Investors Limited is a registered investment adviser overseen by the SEC based in London. The firm has been registered since 2006. It reports $2.3 billion in regulatory assets under management and employs 23 people.

Asset Value Investors Limited owners & executives

11 reported
NameTitleOwnershipSince
Duncan BudgeNon Executive DirectorUnder 5%2015
Joseph Bauernsfreund ControlDirector / Ceo25-50%2004
Kimmberly Lau ControlDirectorUnder 5%2004
Matthew Charles William LambNon Executive DirectorUnder 5%2026
Pacific Asset Management LLP ControlShareholderOver 75%2026
Thomas Treanor ControlDirector10-25%2017
Pam Asset Management Holdings Limited ControlMember25-50%2018
Pinnacle Investment Management (UK) Limited ControlMember25-50%2026
Pinnacle Investment Management (UK) Limited ControlShareholderOver 75%2026
Pinnacle Investment Management Group Limited ControlShareholderOver 75%2004
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Frequently asked questions

How much does Asset Value Investors Limited manage?

Asset Value Investors Limited reports $2.3 billion in regulatory assets under management on its Form ADV.

How many employees does Asset Value Investors Limited have?

Asset Value Investors Limited reports 23 employees.

Where is Asset Value Investors Limited located?

Asset Value Investors Limited is based in London and has been SEC-registered since 2006.

Does Asset Value Investors Limited disclose fund performance?

Asset Value Investors Limited is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2 Cavendish Square, London W1G 0PU
Phone44-207-659-4800
Fax44-207-659-4801
Office hours9a.m. - 5p.m.
SEC regionHQ
Discloses disciplinary historyYes

Regulatory AUM

$2.28B▲ 1%
Jul '25 — $2.26BAug '25 — $2.26BSep '25 — $2.26BOct '25 — $2.26BNov '25 — $2.26BDec '25 — $2.28BJan '26 — $2.28BFeb '26 — $2.28BMar '26 — $2.28BApr '26 — $2.28BMay '26 — $2.28BJun '26 — $2.28BJul '26 — $2.28BAug '26 — $2.28BSep '26 — $2.28BOct '26 — $2.28B
Jul '25Form ADV, monthlyOct '26

How this firm compares

Regulatory AUMTop 21%
Larger than 79% of 16,389 advisers
EmployeesTop 22%
More than 78% of 16,799 advisers

Assets under management

$2.28Bregulatory AUM
Discretionary $2.28B