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Building 2CREDIT VALUE PARTNERS, LLC

Map pinSARASOTA, FL
Phone203-893-4700
NotebookSEC #801-71761
Total AUM
$161.5M
Employees
3
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1990 MAIN STREET
SUITE 750
SARASOTA
FL 34236
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
203-893-4700

ReceiptFinancials

Total AUM
$161.5M
Accounts
2
Discretionary
$161.5M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
2
AUM
$161.5M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
A PERCENTAGE OF DRAWN INVESTED CAPITAL

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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