Intrinsic Value Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Intrinsic Value Partners, LLC provides discretionary investment management along with financial planning and limited consulting to individuals, trusts, estates, charitable organizations and other business entities, with a client base that includes high-net-worth households. The firm manages client assets on a discretionary basis and also advises on certain non-custodial products such as variable insurance contracts and employer-sponsored retirement plan assets.
IVP’s investment process is primarily bottom-up fundamental analysis aimed at long-term capital appreciation through a concentrated portfolio of U.S. equities, assessing stocks as ownership interests in businesses and seeking opportunities where price is below perceived intrinsic value. Portfolios are generally low-turnover, may include relatively large position sizes based on manager conviction, and the firm also uses mutual funds, ETFs, certificates of deposit and, when appropriate, independent sub-advisors to complement its stock holdings.
Noteworthy characteristics include a small advisory team managing a multi-hundred-million-dollar discretionary book, a formal policy to reduce fees on excess cash balances after an initial client period, and operational arrangements—such as standing limited transfer authority for linked accounts and receipt of institutional software and support from its custodian—that have custody and conflict-of-interest implications. IVP does not vote client securities; clients receive proxy materials directly, and the brochure discloses participation in sponsor educational events that the firm identifies as a potential source of conflict.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001+: 0.50% annually
$300 per hour for stand-alone financial planning, consulting, and 529 plan rebalancing services
Account minimum: $1,000,000 Minimum fee: $10,000 annually, may be waived at firm's discretion Fee-only: Investment management fees and hourly fees; no commissions accepted
Main office
4742 N 24th Street, Suite 300
Phoenix AZ 85016
Advisors at this office
3
Most active in
Arizona · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Carter P
CFA®, Series 63, Series 65
Phoenix, AZ
Intrinsic Value Partners, LLC
Carter Pearl is a CFA® charterholder with 23 years of industry experience. He has been with Intrinsic Value Partners, LLC since 2012. The firm provides discretionary investment management, financial planning, and consulting services primarily to individuals, trusts, estates, and charitable organizations. Intrinsic Value Partners manages approximately $176 million for about 72 clients, focusing on concentrated U.S. equity portfolios using a bottom-up, intrinsic-value investment approach tailored to client risk tolerances.
Valerie M
Series 63, Series 65
Phoenix, AZ
Intrinsic Value Partners, LLC
Valerie Mihailovic is a financial advisor at Intrinsic Value Partners, LLC with eight years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Ron Blue Trust Company for one year. Intrinsic Value Partners, LLC offers discretionary investment management, financial planning, and limited consulting services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and other business entities. The firm employs a bottom-up fundamental analysis approach focused on long-term capital appreciation through concentrated U.S. equity portfolios.
Daniel F
CFA®, Series 65
Phoenix, AZ
Intrinsic Value Partners, LLC
Daniel Flack is a CFA® charterholder with 23 years of industry experience. He has worked at Intrinsic Value Partners, LLC since 2012 and previously spent nine years at PACWEST Financial Management Inc. Outside of his advisory role, he operates an eBay reselling business. Intrinsic Value Partners, LLC provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and other business entities, including high-net-worth households. The firm focuses on bottom-up fundamental analysis of U.S. equities to construct concentrated, low-turnover portfolios seeking long-term capital appreciation through investments priced below intrinsic value.
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