# Intrinsic Value Partners, LLC

> Intrinsic Value Partners, LLC is an SEC-registered investment advisory firm in Phoenix, AZ, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 165214
- Filed as: INTRINSIC VALUE PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Phoenix, AZ
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165214
- AdvisorCensus page: https://advisorcensus.com/firm/intrinsic-value-partners-llc-phoenix-az-165214

## Quick answers

**How is Intrinsic Value Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Intrinsic Value Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Intrinsic Value Partners, LLC located?**
Intrinsic Value Partners, LLC's principal office is in Phoenix, AZ, according to its Form ADV.

**Is Intrinsic Value Partners, LLC registered with the SEC or a state?**
Intrinsic Value Partners, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 165214.

**How much does Intrinsic Value Partners, LLC manage?**
Intrinsic Value Partners, LLC reports $220,560,987 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have Intrinsic Value Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Intrinsic Value Partners, LLC: Regulatory assets under management: $154,662,971 in the October 2021 data and $220,560,987 in the October 2026 data, up 43%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Intrinsic Value Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (48); individuals (other than high net worth individuals) (23).

**Which custodians does Intrinsic Value Partners, LLC use?**
Intrinsic Value Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Intrinsic Value Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/165214

**What changed in Intrinsic Value Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $175,989,679 to $220,560,987 (+25%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Minimum annual fee: $10,000

> As a condition for starting and maintaining an investment management relationship, IVP generally imposes a minimum annual fee of $10,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $220,560,987
- Discretionary: $220,560,987
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $8,738,139 |
| High net worth individuals | 48 | $211,822,848 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (13 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ivpaz.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $154,662,971 | 3 | March 24, 2021 |
| October 2022 | $183,383,721 | 4 | March 30, 2022 |
| October 2023 | $136,356,967 | 4 | August 3, 2023 |
| October 2024 | $159,542,921 | 3 | March 26, 2024 |
| October 2025 | $175,989,679 | 3 | March 26, 2025 |
| October 2026 | $220,560,987 | 3 | March 23, 2026 |

Regulatory assets under management: $154,662,971 in the October 2021 data and $220,560,987 in the October 2026 data, up 43%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $175,989,679 to $220,560,987 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Intrinsic Value Partners, LLC (CRD 165214): Form ADV filing data as of October 2026.