Intrinsic Value Partners, LLC

Intrinsic Value Partners, LLC is an independent registered investment adviser founded in 2012 by Carter A. Pearl, CFA, and Daniel S. Flack, CFA. The firm offers investment management services, financial planning, and consulting services. As of December 31, 2024, the firm had $175,989,679 of assets under management, all managed on a discretionary basis. Investment portfolios are primarily allocated among individual debt and equity securities, mutual funds, and, on a limited basis, ETFs and certificates of deposit. IVP tailors its services to meet individual client needs, considering factors like risk tolerance and time horizon. The firm uses bottom-up fundamental analysis for security selection and focuses on achieving long-term capital appreciation with moderate risk. Clients are encouraged to discuss their goals and keep IVP informed of any changes. IVP charges fees based on assets under management and may waive the minimum annual fee of $10,000 based on certain criteria. The firm operates as a fiduciary, acting in the best interests of clients. Clients have the option to impose restrictions on the management of their accounts. IVP does not vote client securities and does not accept referral fees. The firm exercises investment discretion over client accounts, with clients receiving regular account statements and reports.