Value Partners Investments Inc
- Assets, Funds, Holdings
| Value Partners Investments Inc
|
| CRD # | 305404 |
| SEC # | 801-118112 |
| CIK # | 0001800916, 0001561602 |
| AUM |
|
| Employees |
54 (11% Investors, 0% Brokers)
|
| Fees | |
| Minimum |
|
| Phone | 204-949-0059 |
| Address | 175 Hargrave Street
Winnipeg Manitoba, Canada |
| Source |
[IAPD]
[EDGAR]
[Website] [Facebook] [Instagram]
|
|
Total AUM ($M)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
314
|
98.6 |
| (b) Individuals (high net worth individuals) |
198
|
241.3 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
3
|
1,518.8 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
1 |
5.7 |
| (g) Pension and profit sharing plans |
0 |
0.0 |
| (h) Charitable organizations |
0 |
0.0 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
89 |
87.5 |
| (n) Other |
0 |
0.0 |
| Total |
605 |
1,951.9 |
| By Discretionary |
| Discretionary |
605 |
1,951.9 |
| Non-Discretionary |
0 |
0.0 |
| Total |
605 |
1,951.9 |
| By Non-United States Persons |
| Non-United States Persons |
|
1,948.7 |
| United States Persons |
|
3.2 |
| Total |
605 |
1,951.9 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $1.0B |
| Serves | Institutional, Retail |
| LEI | 549300JP6NQU3T3KFA02 |
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