Overview

F&V Capital Management, LLC. (___) is an SEC registered advisor. Our primary business is managing portfolios for high-net-worth clients, and we charge fees based on assets under management. We offer free financial planning to our clients.
Our client base is 60% international (mostly Europeans). Our core product is a U.S. long only equity strategy (GARP) but we also actively manage fixed income and balanced portfolios. Foreign investors have the option to invest with us through our mutual fund, which is registered in Luxembourg and open for sale in Luxembourg, Germany, and Austria. We are looking for joint ventures opportunities and are open to merging with a similar size firm (~$500m) with the goal to create synergies in running the business or leveraging our proprietary equity and bond portfolios. Acquiring an established business would also be of interest.


Last Activity
this week
Listing Updated
Aug. 23, 2024

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