GLOBAL VALUE INVESTMENT CORPORATION
CRD #144260 SEC #801-121076 MILWAUKEE, WI 262-478-0640
SEC Registered Private Funds
Total AUM
$194.3M
Discretionary
$193.8M
Employees
10
Clients
--
Accounts
515
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $194.3M | $193.8M | $449.9K | 10 | 0 |
| Jun 2025 | $194.3M | $193.8M | $449.9K | 10 | 0 |
| Mar 2025 | $194.3M | $193.8M | $449.9K | 10 | 0 |
| Feb 2025 | $171.1M | $170.3M | $769.5K | 8 | 0 |
| Jan 2025 | $171.1M | $170.3M | $769.5K | 8 | 0 |
| Jan 2025 | $171.1M | $170.3M | $769.5K | 8 | 0 |
| Nov 2024 | $171.1M | $170.3M | $769.5K | 8 | 0 |
| Nov 2024 | $171.1M | $170.3M | $769.5K | 8 | 0 |
| Aug 2024 | $171.1M | $170.3M | $769.5K | 8 | 0 |
| May 2024 | $171.1M | $170.3M | $769.5K | 8 | 0 |
| Apr 2024 | $171.1M | $170.3M | $769.5K | 8 | 0 |
| Mar 2024 | $171.1M | $170.3M | $769.5K | 8 | 0 |
| Nov 2023 | $138.3M | $136.1M | $2.2M | 10 | 0 |
| Jul 2023 | $138.3M | $136.1M | $2.2M | 10 | 0 |
| Mar 2023 | $138.3M | $136.1M | $2.2M | 10 | 0 |
| May 2022 | $122.7M | $120.1M | $2.6M | 11 | 0 |
| Mar 2022 | $122.7M | $120.1M | $2.6M | 11 | 0 |
| Aug 2021 | $107.7M | $105.1M | $2.6M | 9 | 0 |
| Apr 2021 | $103.5M | $100.9M | $2.7M | 8 | 0 |
| Mar 2021 | $103.5M | $100.9M | $2.7M | 8 | 0 |
| Aug 2016 | $71.8M | $69.4M | $2.5M | 4 | 100 |
| May 2016 | $71.8M | $69.4M | $2.5M | 4 | 100 |
| Apr 2016 | $71.8M | $69.4M | $2.5M | 4 | 100 |
| Mar 2016 | $71.8M | $69.4M | $2.5M | 4 | 100 |
| Oct 2015 | $100.9M | $81.7M | $19.2M | 4 | 100 |
| Sep 2015 | $100.9M | $81.7M | $19.2M | 4 | 100 |
| Aug 2015 | $100.9M | $81.7M | $19.2M | 4 | 100 |
| Jul 2015 | $100.9M | $81.7M | $19.2M | 4 | 100 |
| Mar 2015 | $100.9M | $81.7M | $19.2M | 4 | 100 |
| Jul 2014 | $106.2M | $83.2M | $23M | 3 | 26 |
| Mar 2014 | $106.2M | $83.2M | $23M | 3 | 26 |
| Oct 2013 | $93.2M | $80.9M | $12.3M | 5 | 26 |
| Mar 2013 | $93.2M | $80.9M | $12.3M | 5 | 26 |
| Feb 2013 | $90.7M | $58.7M | $32M | 3 | 26 |
| Mar 2012 | $90.7M | $58.7M | $32M | 1 | 26 |
| May 2011 | $100.8M | $60.7M | $40.1M | 5 | -- |
| Oct 2010 | $88.2M | $74M | $14.2M | 5 | -- |
| Oct 2010 | $88.2M | $74M | $14.2M | 5 | -- |
| Jan 2008 | $100M | $80M | $20M | 5 | -- |
| Oct 2007 | $78M | $58.9M | $19M | 5 | -- |
| Oct 2007 | $78M | $19M | $58.9M | 5 | -- |
| Sep 2007 | $0 | $0 | $0 | 5 | -- |
| Aug 2007 | $0 | $0 | $0 | 5 | -- |
| Aug 2007 | $0 | $0 | $0 | 5 | -- |
DateJul 2025
Total AUM$194.3M
Discretionary$193.8M
Non-Disc.$449.9K
Employees10
Clients0
DateJun 2025
Total AUM$194.3M
Discretionary$193.8M
Non-Disc.$449.9K
Employees10
Clients0
DateMar 2025
Total AUM$194.3M
Discretionary$193.8M
Non-Disc.$449.9K
Employees10
Clients0
DateFeb 2025
Total AUM$171.1M
Discretionary$170.3M
Non-Disc.$769.5K
Employees8
Clients0
DateJan 2025
Total AUM$171.1M
Discretionary$170.3M
Non-Disc.$769.5K
Employees8
Clients0
DateJan 2025
Total AUM$171.1M
Discretionary$170.3M
Non-Disc.$769.5K
Employees8
Clients0
DateNov 2024
Total AUM$171.1M
Discretionary$170.3M
Non-Disc.$769.5K
Employees8
Clients0
DateNov 2024
Total AUM$171.1M
Discretionary$170.3M
Non-Disc.$769.5K
Employees8
Clients0
DateAug 2024
Total AUM$171.1M
Discretionary$170.3M
Non-Disc.$769.5K
Employees8
Clients0
DateMay 2024
Total AUM$171.1M
Discretionary$170.3M
Non-Disc.$769.5K
Employees8
Clients0
DateApr 2024
Total AUM$171.1M
Discretionary$170.3M
Non-Disc.$769.5K
Employees8
Clients0
DateMar 2024
Total AUM$171.1M
Discretionary$170.3M
Non-Disc.$769.5K
Employees8
Clients0
DateNov 2023
Total AUM$138.3M
Discretionary$136.1M
Non-Disc.$2.2M
Employees10
Clients0
DateJul 2023
Total AUM$138.3M
Discretionary$136.1M
Non-Disc.$2.2M
Employees10
Clients0
DateMar 2023
Total AUM$138.3M
Discretionary$136.1M
Non-Disc.$2.2M
Employees10
Clients0
DateMay 2022
Total AUM$122.7M
Discretionary$120.1M
Non-Disc.$2.6M
Employees11
Clients0
DateMar 2022
Total AUM$122.7M
Discretionary$120.1M
Non-Disc.$2.6M
Employees11
Clients0
DateAug 2021
Total AUM$107.7M
Discretionary$105.1M
Non-Disc.$2.6M
Employees9
Clients0
DateApr 2021
Total AUM$103.5M
Discretionary$100.9M
Non-Disc.$2.7M
Employees8
Clients0
DateMar 2021
Total AUM$103.5M
Discretionary$100.9M
Non-Disc.$2.7M
Employees8
Clients0
DateAug 2016
Total AUM$71.8M
Discretionary$69.4M
Non-Disc.$2.5M
Employees4
Clients100
DateMay 2016
Total AUM$71.8M
Discretionary$69.4M
Non-Disc.$2.5M
Employees4
Clients100
DateApr 2016
Total AUM$71.8M
Discretionary$69.4M
Non-Disc.$2.5M
Employees4
Clients100
DateMar 2016
Total AUM$71.8M
Discretionary$69.4M
Non-Disc.$2.5M
Employees4
Clients100
DateOct 2015
Total AUM$100.9M
Discretionary$81.7M
Non-Disc.$19.2M
Employees4
Clients100
DateSep 2015
Total AUM$100.9M
Discretionary$81.7M
Non-Disc.$19.2M
Employees4
Clients100
DateAug 2015
Total AUM$100.9M
Discretionary$81.7M
Non-Disc.$19.2M
Employees4
Clients100
DateJul 2015
Total AUM$100.9M
Discretionary$81.7M
Non-Disc.$19.2M
Employees4
Clients100
DateMar 2015
Total AUM$100.9M
Discretionary$81.7M
Non-Disc.$19.2M
Employees4
Clients100
DateJul 2014
Total AUM$106.2M
Discretionary$83.2M
Non-Disc.$23M
Employees3
Clients26
DateMar 2014
Total AUM$106.2M
Discretionary$83.2M
Non-Disc.$23M
Employees3
Clients26
DateOct 2013
Total AUM$93.2M
Discretionary$80.9M
Non-Disc.$12.3M
Employees5
Clients26
DateMar 2013
Total AUM$93.2M
Discretionary$80.9M
Non-Disc.$12.3M
Employees5
Clients26
DateFeb 2013
Total AUM$90.7M
Discretionary$58.7M
Non-Disc.$32M
Employees3
Clients26
DateMar 2012
Total AUM$90.7M
Discretionary$58.7M
Non-Disc.$32M
Employees1
Clients26
DateMay 2011
Total AUM$100.8M
Discretionary$60.7M
Non-Disc.$40.1M
Employees5
Clients--
DateOct 2010
Total AUM$88.2M
Discretionary$74M
Non-Disc.$14.2M
Employees5
Clients--
DateOct 2010
Total AUM$88.2M
Discretionary$74M
Non-Disc.$14.2M
Employees5
Clients--
DateJan 2008
Total AUM$100M
Discretionary$80M
Non-Disc.$20M
Employees5
Clients--
DateOct 2007
Total AUM$78M
Discretionary$58.9M
Non-Disc.$19M
Employees5
Clients--
DateOct 2007
Total AUM$78M
Discretionary$19M
Non-Disc.$58.9M
Employees5
Clients--
DateSep 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--