Prospectus & Applications | Purchasing Shares

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Purchasing Shares

Shares of a Third Avenue Value Fund, Third Avenue Small-Cap Value Fund, Third Avenue Real Estate Value Fund and Third Avenue International Value Fund can be purchased either directly from the Third Avenue Funds, or through your broker-dealer or investment adviser.

To purchase shares directly from Third Avenue Funds:

  • Print and complete and sign an account application;
  • Send your completed application with your payment for the shares to the Funds' transfer agent:

    Third Avenue Funds
    c/o PFPC Inc.
    P.O. Box 9802
    Providence, RI 02940

    If you are sending documents via express delivery, registered or certified mail, please send to:
    Third Avenue Funds
    c/o PFPC Inc.
    101 Sabin Street
    Pawtucket, RI 02860-1427

To purchase shares from a broker-dealer, it must be a member with the FINRA and have entered into a selling agreement with the Funds' distributor, M.J. Whitman LLC. Investment advisers must be registered under federal securities laws. You may or may not need to complete and sign an account application when purchasing through a broker-dealer or investment adviser, depending upon its arrangements with the Funds. Third Avenue Funds reserves the right to reject any purchase order.

Minimum Investments

The minimum initial investment for each Fund is $10,000 for a regular account and $2,500 for an Individual Retirement Account (IRA). Additional investments must be at least $1,000 for a regular account and $200 for an IRA, unless you use the Funds' Automatic Investment Plan. Under this plan, a predetermined amount, selected by you, will be deducted from your checking account.

Paying For Shares

When purchasing shares directly from Third Avenue Funds, you may pay by check or money order payable to "Third Avenue Funds." The Funds will only accept checks drawn in U.S. currency on a domestic bank. The Funds will not accept a check endorsed over by a third party.
Initial Payments

Initial payments, together with your account application, should be sent via U.S. mail to:

Third Avenue Funds
c/o PFPC Inc.
P.O. Box 9802
Providence, RI 02940

Initial payments, together with your account application, should be sent via express delivery, registered or certified mail to:

Third Avenue Funds
c/o PFPC Inc.
101 Sabin Street
Pawtucket, RI 02860-1427

Additional Payments

Additional payments, together with the payment stub from your account statement, should be sent via U.S. mail to:

Third Avenue Funds
c/o PFPC Inc.
P.O. Box 9802
Providence, RI 02940

Additional payments, together with your account application, should be sent via express delivery, regis-tered or certified mail to:

Third Avenue Funds
c/o PFPC Inc.
101 Sabin Street
Pawtucket, RI 02860-1427

Paying for Shares by Wire

Prior to sending wire instructions, notify PFPC at (800) 443-1021, Option 1 to insure proper credit to your account.

Direct your bank to wire funds as follows:

PNC Bank
ABA#: 031000053
Acct#: 8606905687

For further credit to: Third Avenue Value Fund, Third Avenue Small-Cap Value Fund, Third Avenue Real Estate Value Fund, or Third Avenue International Value Fund (Shareholder's name, exact account title and account number).

Heavy wire traffic over the Federal Reserve System may delay the arrival of purchase orders made by wire.