RIA Intel›Advisers›Ohio›STRATEGIC VALUE BANK PARTNERS LLC

STRATEGIC VALUE BANK PARTNERS LLC

Advisory

N·CLEVELAND, OH

Data as of Mar 17, 2026 · Source: SEC Form ADV

Total AUM

$774M

1-Year AUM Growth

+9.2%

3-Year CAGR

+21.1%

Employees

7

Assets Under Management

Total AUM$774M

Discretionary AUM$574M

Non-Discretionary AUM$200M

Discretionary %74.2%

Total Clients6

Team

Total Employees7

Investment Advisers7

Employee Growth (1Y)—

Filing History

Total Filings on Record11

First FilingJun 28, 2018

Latest FilingMar 17, 2026

🔒 Full AUM trend chart and 11 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on STRATEGIC VALUE BANK PARTNERS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.