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CREDIT VALUE PARTNERS, LLC

SARASOTA, FL · CRD 154625 · IAPD ↗ · 203-893-4700

$161.5MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
2Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
July 2025 — CREDIT VALUE PARTNERS, LLC (SARASOTA, FL) left the SEC roster (was $161.5M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
27
December 2024 — CREDIT VALUE PARTNERS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
December 2024 — CREDIT VALUE PARTNERS, LLC moved its main office from GREENWICH, CT to SARASOTA, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
30
October 2024 — CREDIT VALUE PARTNERS, LLC reported RAUM down 39% ($263.9M -> $161.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
October 2024 — CREDIT VALUE PARTNERS, LLC shrank from 6 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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