STRATEGIC VALUE BANK PARTNERS LLC

RIASEC RegisteredEst. 2018
Total AUM
$774M
Discretionary
$574M
74% of AUM
Avg account
$129M
Accounts
6
Employees
7
Advisory reps
2

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

FINTRX

Overview

Strategic Value Bank Partners LLC is a privately held investment manager that operates as a hedge fund and private equity manager with broader multifaceted fund activities. The firm is structured as a limited liability company and began SEC registration in 2018. Its client base is institutional, and its compensation arrangements combine a percentage-of-AUM schedule with performance-based fees. Regulatory and operational descriptors indicate the firm provides portfolio management for pooled investment vehicles and serves in sponsor/GP and managing-member roles for those vehicles. The manager is not positioned as a capital allocator to external managers; instead it runs its own pooled funds and participates directly as an operating sponsor. It does not identify as an active ESG investor and is not designated as a multi-state adviser in the supplied data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Josh Kaye

    Chief Financial OfficerCRD 8065544

Contacts

1 of 1
  • UMBERTO FEDELI

    Financial AdvisorCRD 2791564

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth