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 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
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
Similar firms
CYPRIUM PARTNERS
RIACLEVELAND, OH
VANTAGE FINANCIAL GROUP, INC.
RIACLEVELAND, OH
BEACON FINANCIAL ADVISORY LLC
RIACLEVELAND, OH
CITYMARK CAPITAL MANAGEMENT COMPANY LLC
RIACLEVELAND, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC
RIACLEVELAND, OH
RESILIENCE MANAGEMENT
RIACLEVELAND, OH