Strategic Value Bank Partners LLC
Firm details
- Headquarters
- Cleveland, Ohio
- CRD number
- 282228
- Registered since
- July 30, 2018
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Strategic Value Bank Partners LLC is a limited liability company registered with the SEC in 2018 that operates as a multifaceted alternative asset manager focused on pooled investment vehicles. The firm combines hedge fund and private equity strategies and serves an institutional client base. Its advisory activity centers on portfolio management for pooled vehicles, and it commonly serves as sponsor, general partner, or managing member of those vehicles. Fees are structured as a percentage of assets under management with performance-based components. The firm is not positioned as a capital allocator to third-party managers, does not identify as an active ESG investor, and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Josh Kaye
Chief Financial OfficerCRD 8065544
Contacts
1 of 1Umberto Fedeli
Financial AdvisorCRD 2791564
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cleveland, OH
Cuyahoga
Location
Cleveland, OH
Headquartered in Cleveland, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 127 Public Sq
- Time zone
- ET (UTC-5)
- Office locations
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