INTRINSIC VALUE PARTNERS, LLC
SEC RegisteredYour financial advisors for life
About the firm
Intrinsic Value Partners (IVP) was started in 2012 and provides discretionary investment management services to trusts, estates, institutions, company retirement plans, small businesses, charities, individuals, families and their related entities. The firm builds customized investment portfolios from carefully researched stocks and mutual funds to help grow clients' wealth while minimizing the risks of principal loss. Collectively, the team has over 45 years of experience.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Discretionary investment management services, including building customized investment portfolios from stocks and mutual funds. The firm partners with other specialists for areas outside its expertise such as taxes, estate planning, and insurance.
Who they serve
Trusts, estates, institutions, company retirement plans, small businesses, charities, individuals, families and their related entities.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 23 | $8.7M |
| High Net Worth Individuals | 48 | $212M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $1,000,000 | 0.90% |
| Next $1,000,000 | 0.80% |
| Above $3,000,000 | 0.50% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. INTRINSIC VALUE PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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