SourcingSourcing

STRATEGIC VALUE PARTNERS, LLC

C26
CRD 138406·SEC 801-72080·GREENWICH, CT
AUM
$25.61B
$1B+
Est. Revenue
$256.1M
@ 1% on AUM
Est. EBITDA
$76.8M
@ 30% margin
Est. Deal Value
$614.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STRATEGIC VALUE PARTNERS, LLC
CRD
138406
SEC file #
801-72080
EIN
000000000
DBA names
—

Economics

AUM
$25.61B
AUM band
$1B+
AUM trajectory
'20'26
$8.92B → $25.61B▲ +187%
Client mix
Pooled Investment Vehicles62

Operations

Employees (total)
226
Advisory staff (per ADV)
111
Advisory staff (5-yr trend)
'20'26
44 advisors → 111 advisors▲ +152%
Primary office
GREENWICH CT
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganmedium confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/strategic-value-partners-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MIDWOOD, LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
MIDWOOD, LP
FULLAM, JOHN, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
351
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20242
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001813432
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2020-05-28
Edgar Last Filing Date
2020-05-28
Edgar Form D Count
1
Edgar Form D Offerings
2020-05-282020-05-28 · 0000950142-20-001433

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Jpmorgan2
Full
State Street87
Jpmorgan54
Goldman Sachs30
E*trade4
Edgar Addresses
Mailing
100 WEST PUTNAM AVENUEGREENWICH, CT 06830
Business
100 WEST PUTNAM AVENUEGREENWICH, CT 06830
Edgar EIN
000000000
Edgar Recent Filings
D2020-05-28 · 0000950142-20-001433
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (5)

5
FULLAM, JOHN, JOSEPH
Executive Officer · 2.5%
4032892
KELLY, EDWARD, CHARLES
Executive Officer · 2.5%
5037756
KHOSLA, VICTOR, SANJAY
Executive Officer · 2.5%
2172675
SCHWARTZ, LEWIS, BENJAMIN
Executive Officer · 2.5%
4937162
SCHWARTZ, MICHAEL, ADAM
Executive Officer · 2.5%
7652200