# ASSET VALUE INVESTORS LIMITED

ASSET VALUE INVESTORS LIMITED of LONDON is an SEC-registered investment adviser.

## Registration

- CRD: 137779
- Type: SEC-registered investment adviser
- SEC file number: 801-65228
- Location: 2 CAVENDISH SQUARE, LONDON, W1G 0PU
- Phone: 44-207-659-4800
- Latest filing: 2025-12-23
- Regulatory AUM: $2.3B
- Discretionary AUM: $2.3B
- Clients: 23
- Accounts: 9

## Officers, owners & control persons (33)

_Showing 25 of 33 people._

| Name | Role | Location |
| --- | --- | --- |
| [Daniel Lee](https://search.stillhousedata.com/person/6307) | OWNER | Dublin, OH |
| [Kimmberly Lau](https://search.stillhousedata.com/person/479833) | DIRECTOR / OWNER | London, X0 |
| [Lee Daniel](https://search.stillhousedata.com/person/507812) | OWNER | Colorado Springs, CO |
| [Joseph Bauernsfreund](https://search.stillhousedata.com/person/669973) | DIRECTOR / CEO / OWNER | — |
| [John Aubrey Kidd](https://search.stillhousedata.com/person/669974) | CHIEF COMPLIANCE OFFICER; DIRECTOR / OWNER | — |
| [Duncan Budge](https://search.stillhousedata.com/person/669975) | NON EXECUTIVE DIRECTOR | — |
| [Thomas Treanor](https://search.stillhousedata.com/person/669976) | DIRECTOR / OWNER; OWNER | — |
| [Scott Beveridge](https://search.stillhousedata.com/person/669977) | OWNER | — |
| [Alasdair Gordon Mackenzie Nairn](https://search.stillhousedata.com/person/669978) | SHAREHOLDER | London, X0 |
| [Alan No Middle Name Bartlett](https://search.stillhousedata.com/person/669979) | NON EXECUTIVE DIRECTOR; OWNER | — |
| [Wilfrid Craigie](https://search.stillhousedata.com/person/669980) | OWNER | — |
| [Nicola Cowman](https://search.stillhousedata.com/person/669981) | OWNER | — |
| [Peter Stuart Read Taylor](https://search.stillhousedata.com/person/669982) | OWNER | — |
| [MILLER DAVID JOHN](https://search.stillhousedata.com/person/741955) | DIRECTOR, CHIEF COMPLIANCE OFFICER,COMPANY SECRETARY | — |
| [NAIRN ALASDAIR GORDON MACKENZIE](https://search.stillhousedata.com/person/763676) | SHAREHOLDER | — |
| [SWENSEN DAVID FREDERICK](https://search.stillhousedata.com/person/765430) | NON EXECUTIVE DIRECTOR | — |
| [BAUERNSFREUND JOSEPH](https://search.stillhousedata.com/person/765431) | DIRECTOR; DIRECTOR / CEO / OWNER; DIRECTOR / OWNER | — |
| [EADY FRANCESCA NICOLA](https://search.stillhousedata.com/person/765432) | HEAD OF DEALING; OWNER | — |
| [LAU KIMMBERLY](https://search.stillhousedata.com/person/765433) | CHIEF COMPLIANCE OFFICER, DIRECTOR; DIRECTOR; DIRECTOR / OWNER | — |
| [TOWNSEND RICHARD MARK](https://search.stillhousedata.com/person/765434) | DIRECTOR; DIRECTOR / OWNER; NON EXECUTIVE DIRECTOR / OWNER | — |
| [PENNINK JOHN ERNEST](https://search.stillhousedata.com/person/765435) | DIRECTOR, CHIEF EXECUTIVE OFFICER; DIRECTOR, CHIEF EXECUTIVE OFFICER / OWNER; DIRECTOR / OWNER | — |
| [WALTON JOHN CANNELL](https://search.stillhousedata.com/person/765436) | DIRECTOR; SHAREHOLDER | — |
| [TAYLOR PETER STUART READ](https://search.stillhousedata.com/person/799896) | OWNER | — |
| [Bartlett Alan](https://search.stillhousedata.com/person/817468) | NON EXECUTIVE DIRECTOR; OWNER | — |
| [KIDD JOHN AUBREY](https://search.stillhousedata.com/person/821955) | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (1)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2017-12-27 | regulatory | AVI 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 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/137779/brochure
- Similar advisers: https://search.stillhousedata.com/firm/137779/similar
- Related entities: https://search.stillhousedata.com/firm/137779/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/137779

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.