Intrinsic Value Partners, LLC
● SEC registered since 2013CRD 165214SEC# 801-78111Phoenix, AZ
Reg. AUM
$220.6M
Employees
3
Accounts
193
Location
Phoenix, AZ
Intrinsic Value Partners, LLC assets under management
Intrinsic Value Partners, LLC operates as an SEC-registered investment adviser based in Phoenix, AZ. The firm has been registered since 2013. It reports $220.6 million in regulatory assets under management and employs 3 people.
Intrinsic Value Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carter Allen Pearl Control | Managing Member, Member, Ceo | Over 75% | 2012 |
| Daniel Steven Flack Control | Managing Member, Member, Cco | 5-10% | 2013 |
Frequently asked questions
How much does Intrinsic Value Partners, LLC manage?
Intrinsic Value Partners, LLC reports $220.6 million in regulatory assets under management on its Form ADV.
How many employees does Intrinsic Value Partners, LLC have?
Intrinsic Value Partners, LLC reports 3 employees.
Where is Intrinsic Value Partners, LLC located?
Intrinsic Value Partners, LLC is based in Phoenix, AZ and has been SEC-registered since 2013.
Does Intrinsic Value Partners, LLC disclose fund performance?
Intrinsic Value Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4742 N 24th Street, Suite 300, Phoenix, AZ 85016 |
| Phone | (480) 522-2032 |
| Fax | 480-522-2033 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$220.6M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$220.6Mregulatory AUM
Discretionary $220.6M