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 an LLC and operates as a hedge-fund-style advisor focused on institutional clients. The firm registered with the SEC in 2011 and is structured to provide portfolio management for pooled investment vehicles as well as for businesses and institutions. It also performs commodity pool operator/commodity trading advisor activities and can act as sponsor, general partner, or managing member of pooled vehicles. Its client base is primarily institutional, and its compensation combines a percentage-of-assets fee with performance-based fees. The firm does not identify as an active ESG investor and is not a multi-state or newly formed adviser. Strategic Value Partners is not positioned as a capital allocator to third-party managers in the traditional sense but runs its own sponsored investment vehicles.

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

3 of 4
  • Lewis Schwartz

    Lewis Schwartz

    Managing Director and Chief Financial OfficerCRD 4937162

  • Daniel Duval

    Daniel Duval

    General Counsel & Chief Compliance OfficerCRD 5572006

  • Victor Khosla

    Victor Khosla

    Founder and CIOCRD 2172675

Unlock 1 more executives

Contacts

1 of 1
  • Michael Schwartz

    Michael Schwartz

    Managing DirectorCRD 7652200

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth