ASSET VALUE INVESTORS LIMITED

ASSET VALUE INVESTORS LIMITED of LONDON is an SEC-registered investment adviser (CRD 137779). Regulatory assets under management: $2.3B.

Registration

Officers, owners & control persons (33)

Showing 25 of 33 people.

NameRoleLocation
Daniel LeeOWNERDublin, OH
Kimmberly LauDIRECTOR / OWNERLondon, X0
Lee DanielOWNERColorado Springs, CO
Joseph BauernsfreundDIRECTOR / CEO / OWNER
John Aubrey KiddCHIEF COMPLIANCE OFFICER; DIRECTOR / OWNER
Duncan BudgeNON EXECUTIVE DIRECTOR
Thomas TreanorDIRECTOR / OWNER; OWNER
Scott BeveridgeOWNER
Alasdair Gordon Mackenzie NairnSHAREHOLDERLondon, X0
Alan No Middle Name BartlettNON EXECUTIVE DIRECTOR; OWNER
Wilfrid CraigieOWNER
Nicola CowmanOWNER
Peter Stuart Read TaylorOWNER
MILLER DAVID JOHNDIRECTOR, CHIEF COMPLIANCE OFFICER,COMPANY SECRETARY
NAIRN ALASDAIR GORDON MACKENZIESHAREHOLDER
SWENSEN DAVID FREDERICKNON EXECUTIVE DIRECTOR
BAUERNSFREUND JOSEPHDIRECTOR; DIRECTOR / CEO / OWNER; DIRECTOR / OWNER
EADY FRANCESCA NICOLAHEAD OF DEALING; OWNER
LAU KIMMBERLYCHIEF COMPLIANCE OFFICER, DIRECTOR; DIRECTOR; DIRECTOR / OWNER
TOWNSEND RICHARD MARKDIRECTOR; DIRECTOR / OWNER; NON EXECUTIVE DIRECTOR / OWNER
PENNINK JOHN ERNESTDIRECTOR, CHIEF EXECUTIVE OFFICER; DIRECTOR, CHIEF EXECUTIVE OFFICER / OWNER; DIRECTOR / OWNER
WALTON JOHN CANNELLDIRECTOR; SHAREHOLDER
TAYLOR PETER STUART READOWNER
Bartlett AlanNON EXECUTIVE DIRECTOR; OWNER
KIDD JOHN AUBREYCHIEF COMPLIANCE OFFICER

Disclosures (1)

InitiatedTypeAllegationsStatusAmount
2017-12-27regulatoryAVI WAS ONE BUSINESS DAY LATE IN NOTIFYING BAFIN AND THE ISSUER THAT THEIR HOLDING IN ADLER REAL ESTATE HAD EXCEEDED THE 5% REPORTABLE THRESHOLD ON 27 JUNE 2016. THIS WAS DUE TO AN OVERSIGHT BY THE INDIVIDUAL RESPONSIBLE FOR MAKING SUCH NOTIFICATIONS.Final$209K

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