Overview
Assets Under Management: $2.6 billion
Headquarters: NORTHBROOK, IL
High-Net-Worth Clients: 260
Average Client Assets: $9.6 million
Frequently Asked Questions
RELATIVE VALUE PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #281067), RELATIVE VALUE PARTNERS, LLC is subject to fiduciary duty under federal law.
RELATIVE VALUE PARTNERS, LLC is headquartered in NORTHBROOK, IL.
RELATIVE VALUE PARTNERS, LLC serves 260 high-net-worth clients according to their SEC filing dated April 25, 2024. View client details ↓
According to their SEC Form ADV, RELATIVE VALUE PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
RELATIVE VALUE PARTNERS, LLC manages $2.6 billion in client assets according to their SEC filing dated April 25, 2024.
According to their SEC Form ADV, RELATIVE VALUE PARTNERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 260
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.22%
Average Client Assets: $9.6 million
Total Client Accounts: 1,471
Discretionary Accounts: 1,261
Non-Discretionary Accounts: 210
Regulatory Filings
CRD Number: 281067
Filing ID: 1869756
Last Filing Date: 2024-04-25 16:14:00