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CRD 106920
MARBLEHEAD, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| WILLIAM BRADFORD MOODY | Chartered Financial Analyst | MARBLEHEAD, MA | 30 | 38 | n/a | no |
| RICHARD PETER BOUTIN | n/a | San Marino, CA | MARBLEHEAD, MA | 3 | 20 | 3 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| GLOBAL VALUE ADVISORS FUND LP - GLOBAL EQUITY SERIES | Other Private Fund | $137M | Sep 12, 2024 | 7 | Mar 26, 2022 | reported | 021-1790829 |
| GLOBAL VALUE ADVISORS FUND LP - INTERNATIONAL SMALL CAP SERIES | Other Private Fund | $24.2M | Sep 12, 2024 | 7 | Mar 26, 2022 | reported | 021-1790831 |
| GLOBAL VALUE ADVISORS FUND LP - EMERGING MARKETS EQUITY SERIES | Other Private Fund | $4.8M | Sep 12, 2024 | 1 | Mar 26, 2020 | reported | 021-1790752 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| KENT, ELI, SETH | MANAGING MEMBER | B | yes | 05/2006 | Mar 30, 2012 | Sep 12, 2024 |
| MOODY, WILLIAM, BRADFORD | MANAGING MEMBER | B | yes | 06/1988 | Mar 30, 2012 | Sep 12, 2024 |
| BARRINGER, ROBERT, CHARLES | CHIEF INVESTMENT OFFICER | Na | no | 10/2012 | Mar 25, 2021 | Sep 12, 2024 |
| Rolland, Philippe, Louis | CHIEF INVESTMENT OFFICER | Na | no | 03/2018 | Mar 25, 2021 | Sep 12, 2024 |
| STOWELL III, JOSEPH, FRANCIS | CHIEF COMPLIANCE OFFICER | Na | no | 11/2021 | Nov 1, 2021 | Sep 12, 2024 |
| VAN OTTERLOO, EYK, DE MOL ALEXANDER | Member | C | no | 06/1988 | Mar 30, 2012 | Sep 12, 2024 |
| WANZENBERG, DANIEL, BROOK | CHIEF INVESTMENT OFFICER | Na | no | 07/2023 | Jul 21, 2023 | Sep 12, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| HARVEST FUNDS MANAGEMENT, LLC | n/a | Asset manager | $25.8M | Y | yes | n/a |
| KWANTIX CARBON FUND GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| KWANTIX HOLDINGS LLC | n/a | n/a | n/a | N | yes | n/a |
| KWANTIX LLC | n/a | n/a | n/a | N | yes | n/a |
| KWANTIX POWER FUND I GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| KWANTIX POWER FUND II GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| SAN MARINO | CA | United States | 1 | no |
| Winnetka | IL | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 6, 2026 | $864M | $864M | 14 | 7 | 3 | 3 | n/a |
| 2024 | Mar 20, 2025 | $749M | $749M | 14 | 7 | 3 | 3 | n/a |
| 2023 | Feb 26, 2024 | $802M | $802M | 16 | 7 | 3 | 3 | $166M |
| 2022 | Mar 27, 2023 | $683M | $683M | 13 | 6 | 1 | 3 | $147M |
| 2021 | Mar 26, 2022 | $951M | $951M | 13 | 6 | 1 | 3 | $167M |
| 2020 | Mar 25, 2021 | $826M | $822M | 13 | 6 | 0 | 1 | $123M |
| 2019 | Mar 26, 2020 | $671M | $671M | 13 | 6 | 0 | 1 | $0 |
| 2018 | Mar 28, 2019 | $442M | $442M | 12 | 6 | 0 | n/a | n/a |
| 2017 | Mar 27, 2018 | $291M | $284M | 11 | 8 | 0 | n/a | n/a |
| 2016 | Mar 30, 2017 | $244M | $242M | 8 | 3 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $71.0M | $70.6M | 8 | 5 | n/a | n/a | n/a |
| 2014 | Mar 31, 2015 | $28.1M | $28.1M | 8 | 5 | n/a | n/a | n/a |
| 2013 | Mar 31, 2014 | $31.3M | $31.3M | 9 | 5 | n/a | n/a | n/a |
| 2012 | Apr 1, 2013 | $74.9M | $69.9M | 9 | 5 | n/a | n/a | n/a |
| 2011 | Mar 30, 2012 | $565M | $473M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 50.0% | 0 | 0 | 0 | 0 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $864M | $749M | 15.4% | $683M | 8.2% | 14 | 14 | 2 | 3 |