Credit Value Partners, LLC is a large advisory firm based in Greenwich. It manages $2.17 billion of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Connecticut, Illinois, New Jersey, New York, and Tennessee.
Credit 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 Credit Value Partners, LLC is $2.17 billion. The firm's AUM has grown by 14% since the beginning of its operation, and $1.9 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Credit 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 only and largest group of clients of Credit Value Partners is pooled investment vehicles with 20 clients and $1.99 billion of assets under management. Among the 6 most similar advisory firms, Credit Value Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.99 billion for 20 clients. 75% of the firm’s clients are foreign persons or businesses.
Credit Value Partners also advises several private funds. Namely, fourteen private equity funds and five securitized asset funds. The minimum investment commitment required of non-related persons ranges from $200,000 to $500,000.
The company employs 24 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative 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.
Mackay Shields Llc joined the executive team most recently as the Managing Member.
The principal office where Credit Value Partners, LLC performs its advisory services is located at 49 West Putnam Avenue, Greenwich, CT 06830, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-893-4700 or by fax 203-893-4705. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at cvp7.com/.