Investment adviser · CRD 144260

GLOBAL VALUE INVESTMENT CORPORATION

Investment adviser filing (IA)

MILWAUKEE, WI, United States · Form ADV filed Sep 24, 2026

Regulatory AUM
$226M
Form ADV · Item 5.F
Client accounts
539
Accounts, not individual clients
Employees
11
Reported in this filing
Advisory professionals
7
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals54$157,578,47069.8%
Individuals120$35,740,11215.8%
Other investment advisers6$22,885,93610.1%
Corporations & businessesFewer than 5$6,080,2692.7%
Retirement plansFewer than 5$2,279,4101.0%
CharitiesFewer than 5$715,5460.3%
Pooled investment vehicles1$347,7190.2%
Filing source

Form ADV 2134623 · Sep 24, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

GVP 2021-A LPHedge Fund · Last reported Sep 24, 2026$348KGross asset value
Auditor WOLF AND COMPANY P.C. BOSTON, Massachusetts, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

WOLF AND COMPANY P.C.
PCAOB 392

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source
Fund ID
805-2629995920
Reported beneficial owners
10
Minimum commitment
$100K

Form ADV 2134623 · Sep 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 24, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

1433 N WATER STREET, SUITE 400
MILWAUKEE, WI, 53202, United States

CRD 144260

Filing source

Form ADV 2134623 · Sep 24, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.