Dakota
Dakota
Book a Demo
Talk to an Expert

Value87 Investment Partners

EST. AUM
$1,300,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number
Website value87.com
Client types

Overview

Value87 Investment Partners is an independent private wealth advisory practice operating within the national partner network of Mariner Independent (the independent affiliate division of Mariner, a national financial services firm with over $647 Billion in assets under advisement). Originally debuting on the platform in late April 2026 under the name Mosaic Value Partners before rebranding to Value87 following a trademark restructure with Focus Financial, the firm manages approximately $1.3 Billion in client assets. The practice pairs an analytical, research-backed value investing philosophy with a widely syndicated corporate market research ecosystem reaching tens of thousands of external institutional and retail subscribers.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy