Strategic Value Partners, LLC
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Learn more about Strategic Value Partners, LLC
Overview
Strategic Value Partners, LLC operates as a financial advisory firm headquartered in Greenwich, Connecticut. The firm manages $17.6 billion in total assets over 51 customer accounts, placing it among the biggest firms in the country by assets under management (AUM). The company has a large team, including 83 financial advisors. Strategic Value Partners, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial investments such as options, equities and bonds.
Strategic Value Partners, LLC oversees all of the company's accounts in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make buy and sell judgments for the client's account without requiring the customer's permission. The company administers about $345.3 million for each customer account. An average advisor at Strategic Value Partners, LLC oversees fewer than one client account, making it one of the most individualized financial advisor firms in the country.
Strategic Value Partners, LLC's main office is located at 100 West Putnam Avenue, Greenwich, Connecticut 6830. The firm is registered to provide services to investors in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Strategic Value Partners, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$17.6 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
175
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
51
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$345.3 million
Fee Structure
A financial advisor's fees largely vary depending on which services the firm provides the client. However, fee types billed by the firm can consist of the following fee types: asset-based or performance-based. Strategic Value Partners, LLC does not provide a wrap fee program, in which the firm offers a bundle of services for a single 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
The firm provides services to pooled investment vehicles. Out of its 51 customers, Strategic Value Partners, LLC's biggest client group by number of accounts is pooled investment vehicles. Around 86% of its customers are represented by non-U.S. persons.
- 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
Strategic Value Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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