Strategic Value Partners, LLC

RIASEC RegisteredEst. 2011
Total AUM
$25.6B
Discretionary
$25.6B
100% of AUM
Avg account
$413M
Accounts
62
Employees
226
Advisory reps
5

Firm details

Headquarters
Greenwich, Connecticut
CRD number
138406
Registered since
January 14, 2011
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Strategic Value Partners, LLC is organized as a limited liability company and operates as a hedge fund manager serving institutional clients. The firm is SEC-registered (since 2011) and structured with domestic entity and individual ownership. Business activities include acting as a commodity pool operator/commodity trading advisor (CPO/CTA) and providing portfolio management for pooled investment vehicles as well as for businesses and other institutions. Compensation typically combines a percentage-of-assets fee with performance-based fees. The firm is not identified as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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

3 of 4
  • Lewis Schwartz

    Lewis Schwartz

    Managing Director and Chief Financial OfficerCRD 4937162

  • Daniel Duval

    Daniel Duval

    Chief Compliance OfficerCRD 5572006

  • Victor Khosla

    Victor Khosla

    Founder and CIOCRD 2172675

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Contacts

1 of 1
  • Michael Schwartz

    Michael Schwartz

    Managing DirectorCRD 7652200

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

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
100 W Putnam Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth