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RELATIVE VALUE PARTNERS, LLC

NORTHBROOK, IL · CRD 281067 · IAPD ↗ · rvpllc.com · 847-513-6300

$2.57BRegulatory AUM
16Advisory reps
21Employees
0Clients
101-250Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
September 2024 — RELATIVE VALUE PARTNERS, LLC (NORTHBROOK, IL) left the SEC roster (was $2.57B RAUM, 16 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
49
April 2024 — RELATIVE VALUE PARTNERS, LLC notice-filed in DC, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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