Investment adviser · CRD 107214

WHV INVESTMENTS, INC.

Investment adviser filing (IA)

SAN FRANCISCO, CA, United States · Form ADV filed Mar 30, 2016

Regulatory AUM
$1B
Form ADV · Item 5.F
Client accounts
860
Accounts, not individual clients
Employees
31
Reported in this filing
Advisory professionals
6
Investment advisory functions

Private funds & service providers

0 Private funds

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

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2016. View historical filings

Reported services

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

Compensation

Percentage of assets

Principal office

301 BATTERY STREET, SUITE 400
SAN FRANCISCO, CA, 94111-3203, United States

CRD 107214

Filing source

Form ADV 987887 · Mar 30, 2016 · 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.