Carter Pearl has been Managing Member, Member, CEO of Intrinsic Value Partners since August 2012, is a control person of the firm and directly owns 75% or more of it.
Intrinsic Value Partners, LLC is a Phoenix, AZ firm with $221M under management, 71 clients and 2 advisers in one office, as of its March 2026 filing.
Carter Pearl is co-founder of Intrinsic Value Partners, LLC, based in Phoenix. He has a career spanning more than 30 years in the investment management business. He formerly ran Pearl Capital Management and earlier managed investment accounts at Peacock, Hislop, Staley & Given and served as Trust Portfolio Manager at First Interstate Trust Investments.
Carter Pearl’s longest registration is the current one, 13 years at Intrinsic Value Partners since 2012. Before joining Intrinsic Value Partners in 2012, Carter Pearl was registered through Pacwest Financial Management Inc.
- – present · 13 yearsPhoenix, AZ · Adviser representative · Firm CRD 165214
- Pacwest Financial Management Inc– · 10 yearsPhoenix, AZ · Adviser representative · Firm CRD 108740
Professional designations
Listed by Intrinsic Value Partners
- CFA
Investment adviser representative registrations
Carter Pearl is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from December 2012; the most recent is Texas, in February 2013.
- ArizonaSince 17 December 2012
- TexasResidentSince 12 February 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 February 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 February 1994 |
| Series 7 | General Securities Representative Examination | 12 January 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Carter Allen Pearl
- CRD
- 1226543
- Firm
- Intrinsic Value Partners · CRD 165214
- Role
- Managing Member, Member, CEO
- Office
- 4742 N 24TH STREET, SUITE 300, Phoenix, AZ 85016
- Registration
- Investment adviser registration
- In the industry since
- August 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ivpaz.com
Where does Carter Pearl work?
Carter Pearl has been Managing Member, Member, CEO of Intrinsic Value Partners, LLC since August 2012, and is a control person of the firm.
Is Carter Pearl a financial advisor?
Yes. Carter Pearl has a current investment-adviser registration in Arizona and Texas, through Intrinsic Value Partners since November 2012.
How many years of experience does Carter Pearl have?
Carter Pearl has 24 years in the financial industry, since August 2002, across 2 adviser firms.
What exams has Carter Pearl passed?
Carter Pearl has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in January 1994.
Where is Carter Pearl based?
Carter Pearl’s registered office is in Phoenix, AZ.
Is Carter Pearl registered with FINRA?
No. Carter Pearl has no current broker registration.
Is Carter Pearl a CFA charterholder?
Intrinsic Value Partners lists Carter Pearl with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Carter Pearl’s record?
Search CRD 1226543 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carter Pearl’s full registration record.
