Global Value Investment is a fund manager in Milwaukee with $122.74 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Milwaukee Private Wealth Management, Inc.
SEC CIK
IRS number
260585642
SEC advisor number
801-121076
FINRA CRD number
144260
AUM ?
$171.08 mm
(as of 15 Mar 24)
Accounts
444
(as of 15 Mar 24)
Employees
8
(6 investment advisory or research)
Address
Global Value Investment
1500 W. MARKET ST., STE 250
MEQUON
WI 53092
1500 W. MARKET ST., STE 250
MEQUON
WI 53092
Phone
262-478-0640
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Global Value Investment Corp. | $122.74 mm | |
GVP 2021-A LP | $1.06 mm | Hedge Fund |
Latest filings (excl ownership)
DFAN14A
Additional proxy materials by non-management
24 Jun 21
DFAN14A
Additional proxy materials by non-management
10 May 19
DFAN14A
Additional proxy materials by non-management
8 May 19
DFAN14A
Additional proxy materials by non-management
8 May 19
DFAN14A
Additional proxy materials by non-management
8 May 19
DFAN14A
Additional proxy materials by non-management
8 May 19
DFAN14A
Additional proxy materials by non-management
8 May 19
DFAN14A
Additional proxy materials by non-management
8 May 19
DFAN14A
Additional proxy materials by non-management
8 May 19
DFAN14A
Additional proxy materials by non-management
8 May 19
Latest ownership filings
SC 13D/A
Rocky Mountain Chocolate Factory, Inc.
26 Feb 24
4/A
Stacy Wilke
26 Feb 24
4
Stacy Wilke
22 Feb 24
4
Stacy Wilke
14 Feb 24
4
Stacy Wilke
9 Feb 24
SC 13D/A
Rocky Mountain Chocolate Factory, Inc.
2 Feb 24
4
Stacy Wilke
2 Feb 24
SC 13D/A
Fluent, Inc.
28 Dec 23
4
JAMES GEYGAN
21 Nov 23
4
JAMES GEYGAN
16 Nov 23