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 a hedge fund manager and sponsor that primarily serves institutional investors through pooled investment vehicles. The firm is organized as an LLC and has been SEC-registered since 2011. It functions as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for both pooled vehicles and institutional or business clients. Fee arrangements combine a percentage of assets under management with performance-based fees. The firm is not positioned as a third‑party capital allocator; instead it acts as an active manager and sponsor/GP of its own funds. It does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

    Managing Director and Chief Financial OfficerCRD 4937162

  • VICTOR KHOSLA

    Founder and CIOCRD 2172675

  • JOHN FULLAM

    Deputy Chief Compliance OfficerCRD 4032892

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Contacts

1 of 1
  • 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