Credit Value Partners, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Credit Value Partners, LLC
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
Number of Advisors
Disclosures
Office Location
Credit Value Partners, LLC by the Numbers
$512.3 million
8
9
$56.9 million
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
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
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.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Credit Value Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Credit Value Partners, LLC
Greenwich, CT
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.