Strategic Value Bank Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cleveland, OH. Its latest Form ADV filing, dated March 17, 2026, reports $774M in regulatory assets under management, 7 employees, and 6 accounts.
Assets Under Management
$774M
Employees
7
Offices
--
Total Clients
6
Primary office
CLEVELAND, OH
127 PUBLIC SQUARE, SUITE 1510, CLEVELAND, OH, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$774Mas of March 17, 2026
Discretionary74.2%
$574M
74% of total RAUM74.2%
Non-discretionary25.8%
$200M
26% of total RAUM25.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$774M
Total Accounts6
10Y AUM Change+$577M (+292.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee1:1
10Y Employee Change+2 (+40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.