Credit Value Partners, LLC

CRD#154625
Investment Advisor Firm

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Overview

Credit Value Partners, LLC is an advisory company that has its headquarters in Greenwich, Connecticut. It manages $512.3 million in assets throughout nine accounts, making it one of the larger investment advisory firms in the country by assets under management (AUM). The company has a small group, including 6 financial advisors. Credit Value Partners, LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial assets like equities, options and bonds.

Credit Value Partners, LLC manages eight of the company's client assets on a discretionary basis. Discretionary management signifies that a portfolio manager makes buy and sell judgments for the client's account without needing to seek client approval. The firm also has one non-discretionary accounts with a total of $125.0 million in assets. The advisory firm manages about $56.9 million for each customer account. The average advisor at Credit Value Partners, LLC administers about two client accounts, making it one of the most individualized financial advisor firms in the country.

The firm's main office is located at 49 West Putnam Avenue, Greenwich, Connecticut 6830. Credit Value Partners, LLC is allowed to serve customers in the state of Connecticut.

Assets Under Management

$512.3 million

Number of Advisors

6

Disclosures

No

Office Location

49 West Putnam Avenue
Greenwich, CT 06830

Credit Value Partners, LLC by the Numbers

Total Assets Under Management

$512.3 million

National Average: $8.6 billion
Total Number of Employees

8

National Average: 64
Total Number of Accounts

9

National Average: 375,227
Average Account Size

$56.9 million

National Average: $23.0 thousand
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Fee Structure

Financial management fees typically are based on which services the firm provides the client. However, fee types billed by the firm may include the following fee structures: asset-based or performance-based. Credit Value Partners, LLC does not participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.

Available

  • Offered by 69% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 26% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 32% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

Credit Value Partners, LLC caters to pooled investment vehicles. Out of its nine accounts, Credit Value Partners, LLC's biggest client group is pooled investment vehicles. Around 75% of the firm's accounts reside abroad.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Credit Value Partners, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Credit Value Partners, LLC

Michael Keller
Greenwich, CT

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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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