Guinea Value Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,494,461
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
22
91% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$840,657
About
Guinea Value Investments provides discretionary portfolio management services to individual and high-net-worth clients, documenting client goals and risk tolerances in an Investment Policy Statement and delivering regular monitoring and reporting through the account custodian. The firm generally recommends equities, ETFs and fixed income and implements asset allocation and selection tailored to each client’s circumstances.
The firm’s investment approach centers on fundamental analysis and a long-term trading horizon, with the adviser authorized to make trading decisions in accordance with each client’s IPS. Clients receive monthly custodian statements and at least quarterly written account reviews, and the firm documents tolerance levels and rebalances portfolios as needed.
The brochure discloses that the firm accepts performance-based fee arrangements for qualified clients under a high-water-mark framework and describes steps to address the attendant conflicts of interest, a practice that is uncommon among independent peers. It also emphasizes exposure to foreign securities and emerging-market risks and requires use of Interactive Brokers as custodian, and its performance-fee language explicitly contemplates companies and retirement-plan contexts—features that are less typical for firms in this category.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
1.00% annually
20% of capital appreciation annually, with a high water mark; 0% base fee for qualified clients
Main office location
Guinea Value Investments
Union City NJ, United States
Number of offices
1
Most active in
Guinea Value Investments has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Jersey · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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