About LSV
LSV is a Financial Services company based in New York (United States) founded in 2005. Liquidity solutions for private funds and assets are provided by LSV. It operates on a Professional Services and Brokerage / Intermediation model. LSV has completed 1 acquisition, including ClearCaptions. LSV offers products and services including Liquidity Solutions, Fund Restructurings, and Special Situation Secondaries. Its focus areas include Financials, Investment Management and Alternative Investments. Its legal entity is LSV ADVISORS, LLC.
Company details
LSV is recognized as a pioneer in offering liquidity solutions for investors and managers of illiquid private funds and direct private assets. Services provided include fund restructurings, special situation secondaries, and bespoke liquidity solutions at equity, fund, and asset levels. The firm operates within the financial sector, focusing on alternative investments and value investing principles. Customizable approaches are developed to address complex liquidity challenges faced by clients.
- Headquarters New York, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website lsvfinancial.com
- Legal Name Lsv Advisors, Llc
- Investors
- Investments & Acquisitions
Products & Services of LSV
LSV offers a comprehensive portfolio of products and services, including Liquidity Solutions, Fund Restructurings, and Special Situation Secondaries.
Customizable solutions for equity and asset liquidity challenges are provided.
Restructuring services for illiquid private funds are offered.
Secondary investments in special situations are managed by experts.
Funding Insights of LSV
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of LSV with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Nov 2026 | Seed | – | – |
1 investors in total: 1 institutional.
Investors in LSV
LSV has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Mubadala Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
| mubadalacapital.ae |
Investor details for LSV
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of LSV
15 people are tracked at LSV (8 in leadership, 7 in team).
| Name | Role | Group |
|---|---|---|
Etai Evenhaim | Director | Leadership |
Michael Calandra | Chief Financial Officer | Leadership |
Aaron Shapiro | Co-president | Leadership |
David Tisch | Chief Executive Officer | Leadership |
Evan Schwartz | Director Of Finance | Leadership |
Jeffery Fang | Managing Director, General Counsel | Leadership |
Daniel Caffarelli | Chief Compliance Officer & Counsel | Leadership |
Brian Zisin | Director | Leadership |
Annie Tolochinski | Controller | Team |
Ophelia Chan | Management Company Controller | Team |
Brian Klapow | Associate General Counsel | Team |
Hannah Sumbera | Associate | Team |
Kerry Feng | Controller | Team |
Nathan W. | Associate | Team |
Gent Cullaj | Assistant Controller | Team |
Complete people profiles for LSV
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by LSV
LSV has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include ClearCaptions.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Captioning-enabled phone systems are provided for hearing-impaired individuals. | clearcaptions.com | Sacramento, United States | 1997 | Mar 2024 | •••• |
Complete acquisition details for LSV
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of LSV
3 dated milestones of LSV across 21 years, from founding to its latest funding, stage changes and deals.
- Founded LSV is founded.
- Acquisition Acquires ClearCaptions.
- Funding First funding round.
Top companies in Asset Management
3 companies that operate in the same segment as LSV (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Lsv
Complete news archive for LSV
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Frequently Asked Questions about LSV
LSV was founded in 2005 and raised its 1st funding round 21 years after it was founded.
LSV is headquartered in New York, United States. It is registered at New York, New York, United States.
LSV is recognized as a pioneer in offering liquidity solutions for investors and managers of illiquid private funds and direct private assets. Services provided include fund restructurings, special situation secondaries, and bespoke liquidity solutions at equity, fund, and asset levels. The firm operates within the financial sector, focusing on alternative investments and value investing principles. Customizable approaches are developed to address complex liquidity challenges faced by clients.
LSV offers Liquidity Solutions, Fund Restructurings, and Special Situation Secondaries.
LSV has made 1 acquisition, including ClearCaptions.
LSV has 1 investor. Key investors include Mubadala Capital.
LSV operates through Lsv Advisors, Llc.