GLOBAL VALUE INVESTMENT CORPORATION
B55
CRD 144260·SEC 801-121076·MILWAUKEE, WI
AUM
$225.6M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$677K
@ 30% margin
Est. Deal Value
$5.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $107.7M
'23 · $122.7M
'25 · $194.3M
'26 · $225.6M
'22'26
$107.7M → $225.6M▲ +109%
Client mix
| Individuals Other | 120 |
| Individuals High Net Worth | 54 |
| Other Investment Advisers | 6 |
| Pension Profit Sharing Plans | 4 |
| Corporations | 4 |
Operations
Advisory staff (5-yr trend)
'22 · 6 advisors
'23 · 8 advisors
'25 · 7 advisors
'26 · 7 advisors
'22'26
6 advisors → 7 advisors▲ +17%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesOther Advisory Services
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited