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STRATEGIC VALUE PARTNERS, LLC

GREENWICH, CT · CRD 138406 · IAPD ↗ · 203-618-3500

$25.61BRegulatory AUM
111Advisory reps
226Employees
0Clients
0Planning clients
20Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

64
April 2026 — STRATEGIC VALUE PARTNERS, LLC grew from 102 to 111 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
62
April 2025 — STRATEGIC VALUE PARTNERS, LLC grew from 95 to 102 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
67
April 2024 — STRATEGIC VALUE PARTNERS, LLC grew from 83 to 95 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.