V
Valuepoint Partners, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$17,618,640
Total clients
10
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$1,761,864
About
Valuepoint Partners, Inc. is a small, state-registered, fee-only investment adviser managing about $15.4 million for a limited client base that includes individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, foundations, corporations, and other advisers. The firm provides discretionary portfolio management for separate accounts and also acts as a sub‑advisor or dual‑contract portfolio manager for unaffiliated financial advisers and broker/dealers.
The firm describes a value‑driven, contrarian investment philosophy implemented through five distinct separate‑account strategies that range from aggressive capital appreciation to income‑oriented, balanced, and high‑yield/convertible‑focused approaches. Its bottom‑up, flexible process emphasizes finding mispriced or overlooked opportunities and seeks current yield when available, frequently using convertible securities and other yield‑oriented instruments as alternatives to traditional fixed income.
Compared with many independent peers, the firm’s brochure highlights its work with pension/profit‑sharing plans and institutional clients and its provision of third‑party sub‑advisory services despite a modest asset base and small client roster. Additional distinguishing details in the disclosure include long tenure in the advisory business (established in 1994), an explicit willingness to transact in less liquid convertible and principal fixed‑income markets, and a policy of full discretionary management with custodial reporting.
Client services
Portfolio management
Expertise
Active portfolio management
Income planning
Retirement income strategy
Occupation focus
Retired
Founder/Business Owner
Fee options
1.00% annually, billed quarterly at 0.25% per quarter with a minimum quarterly fee of $375
Account minimum: $150,000 Minimum fee: Minimum quarterly fee of $375 Fee-only: Fee-only investment management based on a percentage of assets under management
Most active in
Valuepoint Partners, Inc. has reported serving >5 clients in these states in the last 12 months.
Arkansas
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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