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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INTRINSIC VALUE PARTNERS, LLC

CRD 165214

PHOENIX, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9742b82c-6492-48fd-b095-b748384c21dd

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 4, 2012 to Mar 23, 2026
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $221MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $221M
Private client RAUM: $221MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $73.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 193
Individual clients: 23
High net worth clients: 48
Custody, client assets: $92.6M
SEC number: 801-78111
CRD: 165214
Filings on the tape: 31
First filed: Sep 4, 2012
Latest filed: Mar 23, 2026
Organised: Limited Liability Company, AZ
Website: ivpaz.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DANIEL STEVEN FLACK	Chartered Financial Analyst	PHOENIX, AZ	13	22	1	no
CARTER ALLEN PEARL	Chartered Financial Analyst	PHOENIX, AZ	13	32	1	no
VALERIE LEE MIHAILOVIC	n/a	PHOENIX, AZ \| Peoria, AZ	0	28	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FLACK, DANIEL, STEVEN	MANAGING MEMBER, MEMBER, CCO	A	yes	01/2013	Sep 4, 2012	Mar 26, 2024
PEARL, CARTER, ALLEN	MANAGING MEMBER, MEMBER, CEO	E	yes	08/2012	Sep 4, 2012	Mar 26, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$221M	$221M	3	2	0	n/a	n/a
2024	Mar 26, 2025	$176M	$176M	3	2	0	n/a	n/a
2023	Mar 26, 2024	$160M	$160M	3	2	0	n/a	n/a
2022	Mar 28, 2023	$136M	$136M	4	3	0	n/a	n/a
2021	Mar 30, 2022	$183M	$183M	4	3	0	n/a	n/a
2020	Mar 24, 2021	$155M	$155M	3	2	0	n/a	n/a
2019	Mar 26, 2020	$142M	$142M	3	2	0	n/a	n/a
2018	Mar 28, 2019	$125M	$125M	3	2	0	n/a	n/a
2017	Mar 30, 2018	$140M	$140M	3	2	0	n/a	n/a
2016	Mar 29, 2017	$126M	$126M	3	3	n/a	n/a	n/a
2015	Mar 3, 2016	$117M	$117M	3	3	n/a	n/a	n/a
2014	Feb 10, 2015	$120M	$120M	3	3	n/a	n/a	n/a
2013	Mar 11, 2014	$117M	$117M	3	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$221M	$176M	25.3%	$136M	17.4%	3	3	0	0

Relationships

Registered with (3)

← VALERIE LEE MIHAILOVICAdvisorregistration: current employment
May 30, 2026 to presentfactForm ADV
← CARTER ALLEN PEARLAdvisorregistration: current employment
Dec 17, 2012 to presentfactForm ADV
← DANIEL STEVEN FLACKAdvisorregistration: current employment
Dec 14, 2012 to presentfactForm ADV

Controls (2)

← PEARL, CARTER, ALLENOwnerMANAGING MEMBER, MEMBER, CEO, ownership code E, individual
Sep 4, 2012 to Mar 26, 2024factForm ADV
← FLACK, DANIEL, STEVENOwnerMANAGING MEMBER, MEMBER, CCO, ownership code A, individual
Sep 4, 2012 to Mar 26, 2024factForm ADV

Dated events

Occurred
Sep 4, 2012
First Form ADV filing
Intrinsic Value Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9742b82c-6492-48fd-b095-b748384c21dd
First observed: Sep 4, 2012
Last observed: Mar 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INTRINSIC VALUE PARTNERS, LLC

CRD 165214

PHOENIX, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9742b82c-6492-48fd-b095-b748384c21dd

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:10 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DANIEL STEVEN FLACK

Chartered Financial Analyst

PHOENIX, AZ

CARTER ALLEN PEARL

Chartered Financial Analyst

PHOENIX, AZ

VALERIE LEE MIHAILOVIC

n/a

PHOENIX, AZ | Peoria, AZ

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FLACK, DANIEL, STEVEN

MANAGING MEMBER, MEMBER, CCO

yes

01/2013

Sep 4, 2012

Mar 26, 2024

PEARL, CARTER, ALLEN

MANAGING MEMBER, MEMBER, CEO

yes

08/2012

Sep 4, 2012

Mar 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$221M

n/a

2024

Mar 26, 2025

$176M

n/a

2023

Mar 26, 2024

$160M

n/a

2022

Mar 28, 2023

$136M

n/a

2021

Mar 30, 2022

$183M

n/a

2020

Mar 24, 2021

$155M

n/a

2019

Mar 26, 2020

$142M

n/a

2018

Mar 28, 2019

$125M

n/a

2017

Mar 30, 2018

$140M

n/a

2016

Mar 29, 2017

$126M

n/a

2015

Mar 3, 2016

$117M

n/a

2014

Feb 10, 2015

$120M

n/a

2013

Mar 11, 2014

$117M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$221M

$176M

25.3%

$136M

17.4%