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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

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