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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Optima signalGlacier +more
- Established Date
- 11-19-2012
- Office Locations
- 2
Office Locations
About Intrinsic Value Partners, LLC
Intrinsic Value Partners is a Phoenix-based RIA led by CFA co-founders building customized portfolios of carefully researched individual stocks and select mutual funds for long-term investors. The team follows a margin-of-safety, value-oriented process, runs concentrated 25–35-stock portfolios, avoids market timing, and buys/sells based on valuation. Custodied at Schwab, they also manage retirement, trust, and 529 accounts for individuals and families (often business owners and executives).
Team overview
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Owner & Executives
CARTER ALLEN PEARL
Chief Executive Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #1226543
- Ownership
- 75% or more
DANIEL STEVEN FLACK
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4699388
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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VALERIE LEE MIHAILOVIC
--
- CRD
- #2704091
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $220,560,987 | $1,142,803 |
| Non-Discretionary | $0 | -- |
| Total | $220,560,987 | $1,142,803 |
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Separately Managed Accounts
Total SMA Asset: $220,560,987
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,273,137,133 | 32.0% |
| Public Funds | $1,484,642,690 | 20.9% |
| Cash | $2,827,214,309 | 39.8% |
| Municipal Bonds | $518,559,408 | 7.3% |
| Total | $7,103,553,540 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK ELEMENT TIMBER | PATHWAY ZENITH | N42VEDZON | NHS | 8.69% | $8,055,382 |
| HARBOR VALUE | GLACIER INSIGHT | XV2JY9B1R | CHSH | 9.61% | $26,198,788 |
| HARBOR CAPITAL NORTH | BEACON QUANTUM | XTNAPKRZU | PEBZY | 10.67% | $118,863,311 |
| ELEMENT CREST QUANTUM | HARBOR MOMENTUM | 6XHHG79C6 | FLN | 4.37% | $52,609,562 |
| FOUNDATION FOUNDATION | FRONTIER FOCUS | JS1LXNDVE | FTAZ | 10.42% | $9,691,311 |
| CAPITAL PEAK | MOMENTUM RIDGE | 1FXSDOSBU | EQEVM | 12.23% | $21,797,335 |
| TIMBER VERTEX FUSION | MATRIX QUANTUM | UIX940RFI | ZHVK | 5.26% | $63,503,456 |
| WAVE ATLAS MATRIX | FUSION ZENITH | OTXTCMKU4 | TLOFP | 4.14% | $42,310,462 |