SourcingSourcing

INTRINSIC VALUE PARTNERS, LLC

B61
CRD 165214·SEC 801-78111·PHOENIX, AZ
AUM
$220.6M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$662K
@ 30% margin
Est. Deal Value
$5.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INTRINSIC VALUE PARTNERS, LLC
CRD
165214
SEC file #
801-78111
EIN
461018701
DBA names
—

Economics

AUM
$220.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$125.3M → $220.6M▲ +76%
Client mix
Individuals High Net Worth48
Individuals Other23

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
PHOENIX AZ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwabmedium confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
ivpaz.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PEARL, CARTER, ALLEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
PEARL, CARTER, ALLEN
FLACK, DANIEL, STEVEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
IVPAZ.COM
Rdap Domain Creation Date
2012-08-09T00:30:09Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001910364
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-02-10
Edgar Last Filing Date
2026-04-28
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0001910364-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Window
Charles Schwab2
Full
Charles Schwab8
E*trade4
Edgar Addresses
Mailing
4742 N. 24TH STREETSUITE 300PHOENIX, AZ 85016
Business
4742 N. 24TH STREETSUITE 300PHOENIX, AZ 85016
Edgar EIN
461018701
Edgar Recent Filings
13F-HR2026-04-28 · 0001910364-26-000002
13F-HR2026-01-21 · 0001910364-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-09T00:30:09Z
Rdap Domain Last Changed
2025-06-09T06:45:01Z
Rdap Nameservers
Ns-1261.awsdns-29.orgNs-1884.awsdns-43.co.ukNs-231.awsdns-28.comNs-977.awsdns-58.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1226543
Trust Company Affiliate
No

People (2)

2
PEARL, CARTER, ALLEN
IAR · Direct Owner · 87.5%
1226543
FLACK, DANIEL, STEVEN
IAR · Direct Owner · 7.5%
4699388