# Strategic Value Bank Partners LLC

> Strategic Value Bank Partners LLC is an SEC-registered investment advisory firm in Cleveland, OH, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 282228
- Filed as: STRATEGIC VALUE BANK PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cleveland, OH
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282228
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-value-bank-partners-llc-cleveland-oh-282228

## Quick answers

**How is Strategic Value Bank Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Strategic Value Bank Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Strategic Value Bank Partners LLC located?**
Strategic Value Bank Partners LLC's principal office is in Cleveland, OH, according to its Form ADV.

**Is Strategic Value Bank Partners LLC registered with the SEC or a state?**
Strategic Value Bank Partners LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 282228.

**How much does Strategic Value Bank Partners LLC manage?**
Strategic Value Bank Partners LLC reports $774,073,381 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (74% discretionary).

**How have Strategic Value Bank Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Strategic Value Bank Partners LLC: Regulatory assets under management: $313,065,963 in the October 2021 data and $774,073,381 in the October 2026 data, up 147%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Strategic Value Bank Partners LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

**Does Strategic Value Bank Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282228

**What changed in Strategic Value Bank Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $774,073,381
- Discretionary: $574,103,381
- Non-discretionary: $199,970,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $774,073,381 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [strategicbankpartners.com](https://strategicbankpartners.com)
- LinkedIn @strategic-value-bank-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $313,065,963 | 6 | March 16, 2021 |
| October 2022 | $514,430,844 | 6 | March 22, 2022 |
| October 2023 | $512,209,664 | 7 | August 18, 2023 |
| October 2024 | $559,276,956 | 7 | March 28, 2024 |
| October 2025 | $730,049,259 | 7 | March 27, 2025 |
| October 2026 | $774,073,381 | 7 | March 17, 2026 |

Regulatory assets under management: $313,065,963 in the October 2021 data and $774,073,381 in the October 2026 data, up 147%.
Total employees: 6 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Value Bank Partners LLC (CRD 282228): Form ADV filing data as of October 2026.