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Building 2STRATEGIC VALUE BANK PARTNERS LLC

Map pinCLEVELAND, OH
Phone216-282-0704
NotebookSEC #801-113738
Total AUM
$774.1M
Employees
7
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
127 PUBLIC SQUARE
SUITE 1510
CLEVELAND
OH 44114-1217
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
216-282-0704

ReceiptFinancials

Total AUM
$774.1M
Accounts
6
Discretionary
$574.1M
Accounts
5
Non-Discretionary
$200M
Accounts
1

ContactClients

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Pooled Vehicle Clients
6
AUM
$774.1M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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