Global Value Investment Corporation
- Regulatory AUM
- $226M
- Discretionary
- $224M
- Clients
- 192
- Avg AUM / client
- $1.2M
- Accounts
- 539
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 23, 2026
Investments (13F portfolio — 19 positions, $61,461,163)
13F period Sep 30, 2025| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Fluent Inc | COM NEW | $6,739,349 | 3,035,743 | 11.0% | 2.99% |
| 2 | Heidrick & Struggles Intl In | COM | $6,706,508 | 134,750 | 10.9% | 2.97% |
| 3 | Core Molding Technologies In | COM | $6,365,537 | 309,759 | 10.4% | 2.82% |
| 4 | Himalaya Shipping Ltd | ORD SHS | $5,914,152 | 718,609 | 9.62% | 2.62% |
| 5 | Hooker Furnishings Corporati | COM | $5,628,251 | 554,508 | 9.16% | 2.49% |
| 6 | Donnelley Finl Solutions Inc | COM | $5,454,666 | 106,060 | 8.88% | 2.42% |
| 7 | Kraft Heinz Co | COM | $4,266,862 | 163,858 | 6.94% | 1.89% |
| 8 | Borr Drilling Ltd | SHS | $3,890,407 | 1,446,248 | 6.33% | 1.72% |
| 9 | Flagstar Financial Inc | COM NEW | $3,517,079 | 304,509 | 5.72% | 1.56% |
| 10 | Gulf Is Fabrication Inc | COM | $3,376,676 | 481,008 | 5.49% | 1.5% |
| 11 | Rocky Mtn Chocolate Factory | COM | $2,865,668 | 1,802,307 | 4.66% | 1.27% |
| 12 | Redcloud Hldgs Plc | SHS | $1,959,182 | 1,082,385 | 3.19% | 0.87% |
| 13 | Nvidia Corporation | COM | $1,647,501 | 8,830 | 2.68% | 0.73% |
| 14 | Loop Inds Inc | COM | $1,161,415 | 784,740 | 1.89% | 0.51% |
| 15 | Broadcom Inc | COM | $709,307 | 2,150 | 1.15% | 0.31% |
| 16 | Ishares Tr | 0-5YR HI YL CP | $392,688 | 9,069 | 0.64% | 0.17% |
| 17 | Apple Inc | COM | $370,487 | 1,455 | 0.6% | 0.16% |
| 18 | Microsoft Corp | COM | $278,657 | 538 | 0.45% | 0.12% |
| 19 | Mondelez Intl Inc | CL A | $216,771 | 3,470 | 0.35% | 0.1% |
Top 25 of 19 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 120 | $35.7M | 15.8% |
| High net worth individuals | 54 | $158M | 69.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $348K | 0.15% |
| Pension and profit sharing plans | 4 | $2.3M | 1.01% |
| Charitable organizations | 3 | $716K | 0.32% |
| Other investment advisers | 6 | $22.9M | 10.1% |
| Corporations and other businesses | 4 | $6.1M | 2.69% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $554K combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Gvp 2021 A Lp | Hedge Fund | Delaware | $554K | 10 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Geygan, Kathy, M | Director | Aug 2007 (19y) | 25% – 50% | |
| Jeffrey Richart Geygan | Chairman Of The Board, Owner | Aug 2007 (19y) | 25% – 50% | |
| James Philip Geygan | Chief Executive Officer | May 2017 (9y) | 5% – 10% | |
| Wilke, Stacy, Ann | Chief Financial Officer And Chief Compliance Officer | Jan 2021 (6y) | Less than 5% | |
| Rice, Shawn, G | Director | Apr 2023 (3y) | Less than 5% | |
| Thomas Matthew Molosky | Registered representative | Apr 2016 (10y) | ||
| Malcolm John Maclaren | Registered representative | Jan 2023 (4y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $554K gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Gvp 2021 A Lp | Hedge Fund | $554K | $100K | 10 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $215M (95% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗