Strategic Value Partners, LLC is a large advisory firm based in Greenwich. It manages $8.92 billion of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2005.
Strategic Value Partners provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Strategic Value Partners, LLC is $8.92 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 318% since the beginning of its operation, and $8.75 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Strategic Value Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pooled investment vehicles and corporations or other businesses. The largest group of clients of Strategic Value Partners is pooled investment vehicles with 39 clients and $8.92 billion of assets under management. Among the 9 most similar advisory firms, Strategic Value Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $8.92 billion for 40 clients. 78% of the firm’s clients are foreign persons or businesses.
Strategic Value Partners also advises several private funds. Namely, six hedge funds and four private equity funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.
The company employs 114 people that are either part- or full-time employees. 39 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
James F. Dougherty joined the executive team most recently as the Chief Financial Officer.
The principal office where Strategic Value Partners, LLC performs its advisory services is located at 100 West Putnam Avenue, Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-618-3500 or by fax 203-618-3515. The normal business hours are 9:00 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at svpglobal.com/.