INTRINSIC VALUE PARTNERS, LLC
CRD #165214 SEC #801-78111 PHOENIX, AZ (480) 522-2032
SEC Registered
Total AUM
$176M
Discretionary
$176M
Employees
3
Clients
0
Accounts
191
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $176M | $176M | $0 | 3 | 0 |
| Mar 2024 | $159.5M | $159.5M | $0 | 3 | 0 |
| Oct 2023 | $136.4M | $136.4M | $0 | 4 | 0 |
| Aug 2023 | $136.4M | $136.4M | $0 | 4 | 0 |
| Mar 2023 | $136.4M | $136.4M | $0 | 4 | 0 |
| Mar 2022 | $183.4M | $183.4M | $0 | 4 | 0 |
| Mar 2021 | $154.7M | $154.7M | $0 | 3 | 0 |
| Jun 2020 | $142M | $142M | $0 | 3 | 0 |
| Jun 2020 | $142M | $142M | $0 | 3 | 0 |
| Mar 2020 | $142M | $142M | $0 | 3 | 0 |
| Jan 2020 | $125.3M | $125.3M | $0 | 3 | 0 |
| Mar 2019 | $125.3M | $125.3M | $0 | 3 | 0 |
| Mar 2018 | $140M | $140M | $0 | 3 | 0 |
| Mar 2017 | $125.9M | $125.9M | $0 | 3 | 26 |
| Mar 2016 | $116.6M | $116.6M | $0 | 3 | 26 |
| May 2015 | $120.1M | $120.1M | $0 | 3 | 26 |
| May 2015 | $120.1M | $120.1M | $0 | 3 | 26 |
| Feb 2015 | $120.1M | $120.1M | $0 | 3 | 26 |
| Mar 2014 | $116.8M | $116.8M | $0 | 3 | 26 |
| Aug 2013 | $101.4M | $101.4M | $0 | 2 | 26 |
| May 2013 | $100.1M | $100.1M | $0 | 2 | 26 |
| Dec 2012 | $80.7M | $80.7M | $0 | 2 | 0 |
| Nov 2012 | $0 | $0 | $0 | 2 | 0 |
| Nov 2012 | $0 | $0 | $0 | 2 | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
DateMar 2025
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$159.5M
Discretionary$159.5M
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$136.4M
Discretionary$136.4M
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$136.4M
Discretionary$136.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$136.4M
Discretionary$136.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$183.4M
Discretionary$183.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$154.7M
Discretionary$154.7M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees3
Clients0
DateJan 2020
Total AUM$125.3M
Discretionary$125.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$125.3M
Discretionary$125.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees3
Clients26
DateMar 2016
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees3
Clients26
DateMay 2015
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees3
Clients26
DateMay 2015
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees3
Clients26
DateFeb 2015
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees3
Clients26
DateMar 2014
Total AUM$116.8M
Discretionary$116.8M
Non-Disc.$0
Employees3
Clients26
DateAug 2013
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees2
Clients26
DateMay 2013
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees2
Clients26
DateDec 2012
Total AUM$80.7M
Discretionary$80.7M
Non-Disc.$0
Employees2
Clients0
DateNov 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0