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Building 2RELATIVE VALUE PARTNERS, LLC

Map pinNORTHBROOK, IL
Phone847-513-6300
NotebookSEC #801-106503
Total AUM
$2.6B
Employees
21
Clients
322

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1033 SKOKIE BOULEVARD
SUITE 470
NORTHBROOK
IL 60062
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
847-513-6300
Other Offices
4

ReceiptFinancials

Total AUM
$2.6B
Accounts
1,471
Discretionary
$2.3B
Accounts
1,261
Non-Discretionary
$275.8M
Accounts
210

ContactClients

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Individual Clients
55
AUM
$46.9M
HNW Individual Clients
260
AUM
$2.5B
Pension/Profit Sharing Plan Clients
1
AUM
$3.4M
Charitable Organization Clients
5
AUM
$18.4M
Insurance Company Clients
1
AUM
$2.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDCFLILLAMAMDNJNYOHPATXWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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