Data / Investment advisers / Wisconsin / Global Value Investment Corporation
Global Value Investment Corporation, Milwaukee, WI: $226 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Global Value Investment Corporation is an SEC registered investment adviser with its main office in Milwaukee, Wisconsin and reports $226 million in regulatory assets under management in its Form ADV filed September 24, 2026. Its clients include high net worth individuals, individuals and other investment advisers. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 144260
- SEC file number
- 801-121076
- SEC status
- Approved, effective April 30, 2021
- Main office
- 1433 N Water Street Suite 400, Milwaukee, WI 53202
- Phone
- (262) 478-0640
- Website
- gvi-corp.com
- Regulatory AUM
- $225,627,462 in the Form ADV filed September 24, 2026
- Discretionary AUM
- $224,435,008
- Non discretionary AUM
- $1,192,454
- Accounts
- 539
- Employees
- 11, of which 7 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $347,719
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 54 | $157.6 million |
| Individuals (other than high net worth individuals) | 120 | $35.7 million |
| Other investment advisers | 6 | $22.9 million |
| Corporations or other businesses | 4 | $6.1 million |
| Pension and profit sharing plans | 4 | $2.3 million |
| Charitable organizations | 3 | $715,546 |
| Pooled investment vehicles | 1 | $347,719 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $225.6 million | March 20, 2026 |
| December 1, 2025 | $194.3 million | July 15, 2025 |
Other advisers in Milwaukee
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Uniplan Investment Counsel, Inc. | Milwaukee | $330.5 million | Not listed | adviserinfo.sec.gov |
| 1492 Capital Management, LLC | Milwaukee | $274.6 million | Not listed | adviserinfo.sec.gov |
| Transcend Advisor Group, LLC | Milwaukee | $253.2 million | Not listed | adviserinfo.sec.gov |
| Morgan Dempsey Capital Management LLC | Milwaukee | $252.3 million | Not listed | adviserinfo.sec.gov |
| Baird Venture Partners Management Company IV, LLC | Milwaukee | $252.1 million | 2 | adviserinfo.sec.gov |
| Baird Venture Partners Management Company V, LLC | Milwaukee | $195.2 million | 2 | adviserinfo.sec.gov |
| River1 Asset Management LLC | Milwaukee | $107.8 million | Not listed | adviserinfo.sec.gov |
| Milborn Advisors, LTD | Milwaukee | $107.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Milwaukee, WI
- Investment advisers in Wisconsin
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Global Value Investment Corporation on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.