Intrinsic Value Investors (Ivi) LLP is a large advisory firm based in London. It manages $2.15 billion of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2012.
Intrinsic Value Investors (Ivi) provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Intrinsic Value Investors (Ivi) LLP is $2.15 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 123% since the beginning of its operation, and $1.38 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Intrinsic Value Investors (Ivi) LLP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Intrinsic Value Investors (Ivi) is pooled investment vehicles with 3 clients and $1.1 billion of assets under management. Among the 8 most similar advisory firms, Intrinsic Value Investors (Ivi) has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.1 billion for 3 clients. 64% of the firm’s clients are foreign persons or businesses.
Intrinsic Value Investors (Ivi) also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $11,229 for each fund.
The company employs 9 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Intrinsic Value Investors (Ivi) LLP performs its advisory services is located at 1 Hat And Mitre Court, London, Ec1 M 4 El, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +442075661213 or by fax +442075661211. The normal business hours are 8am - 6pm on Monday - Friday. You can find more information about the New York firm at ivinvestors.com.