Prospective Value Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$74,927,407
Clients
36
81% 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
36
HighAverage account size
$2,081,317
About
Prospective Value Partners provides discretionary asset management and ongoing portfolio supervision to individuals as well as retirement plans, trusts, estates and charitable organizations, and reports providing portfolio management for some institutional clients. The firm manages roughly $76 million across about 36 client accounts and delivers continuous advice tailored to each client’s financial situation and objectives.
The firm emphasizes a fundamental, value-oriented investment approach, pursuing long-only positions in publicly traded businesses held for multiple years and occasionally investing in shorter-term value special situations. Accounts are actively monitored and the firm implements investment decisions under discretionary authority while allowing clients to impose reasonable restrictions on holdings.
Compared with many independent advisers, Prospective Value Partners’ client mix — including charitable organizations and institutional mandates — is relatively uncommon for a firm of its size and structure. The firm requires the use of qualified custodians and broker-dealers it selects, uses pro rata allocation when aggregating trades, and does not vote client proxies, leaving proxy decisions to clients.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
1.00% annually
Main office location
Prospective Value Partners LLC
309 Court Avenue, Suite 211
Des Moines IA 50309, United States
Number of offices
1
Most active in
Prospective Value Partners LLC has reported serving >5 clients in these states in the last 12 months.
Iowa
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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