Strategic Value Bank Partners LLC

Fee-Only (% of Portfolio)

Strategic Value Bank Partners manages private pooled investment funds that invest primarily in community banks and other banking institutions. Strategic Value Bank Partners provides discretionary investment management services to both open-end and closed-end funds, utilizing bottom-up fundamental analysis and a value-driven methodology to build concentrated portfolios of undervalued securities. Strategic Value Bank Partners serves sophisticated institutional and individual investors who qualify as accredited investors and qualified clients. Services are provided through pooled investment vehicles rather than personalized individual accounts, and clients must review applicable fund governing documents for specific investment objectives and restrictions.

Assets Under Management$770M
Clients6
AdvisorsN/A
Avg. per Client$130M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Strategic Value Bank Partners LLC - Fees, AUM & Advisors | TrueAdvisor