Private fund adviser · London, United Kingdom
Asset Value Investors Limited
SEC-registered investment adviser · CRD 137779 · SEC 801-65228
At a glance
Asset Value Investors Limited is an SEC-registered investment adviser based in London, United Kingdom, with $2.3 billion in regulatory assets under management as of its Form ADV filed December 23, 2025. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 1,555th of 4,686 private fund advisers and 3,362nd of 17,210 SEC-registered advisers by assets.
Main office +442076594800assetvalueinvestors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.3B
- Rank among private fund advisers
- #1,555 of 4,686
- Rank among all SEC RIAs
- #3,362 of 17,210
- Clients
- 9
- Accounts
- 9
- Discretionary
- 100% of AUM
- Employees
- 23
- Advisory staff
- 12
- Offices
- 1
Owners and executives on its Form ADV
- Joseph BauernsfreundDirector / CEO / Owner
- Kimmberly LauDirector / Owner
- John A. KiddDirector / Owner
- Duncan BudgeNON Executive Director
- Thomas TreanorDirector / Owner
- Scott BeveridgeOwner
- Alan N. BartlettNON Executive Director
- Wilfrid CraigieOwner
- Nicola CowmanOwner
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 8 | $2.2B | 95% |
| State or municipal government entities | 1 | $106M | 5% |
Disciplinary disclosures
Asset Value Investors Limited answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗assetvalueinvestors.com ↗
AtlasMembers
The full record on Asset Value Investors Limited
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 1,810 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 9 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Asset Value Investors Limited manage?
Asset Value Investors Limited reports $2.3 billion in regulatory assets under management across 9 accounts, 100% of it on a discretionary basis, on its Form ADV filed December 23, 2025.
What kind of firm is Asset Value Investors Limited?
Asset Value Investors Limited is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Asset Value Investors Limited’s clients?
By assets, its largest client types are pooled investment vehicles ($2.2 billion, 8 clients); state or municipal government entities ($106 million, 1 clients).
Does Asset Value Investors Limited have any disciplinary history?
Asset Value Investors Limited answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Asset Value Investors Limited’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2025-12-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →