Investment adviser · CRD 281067
RELATIVE VALUE PARTNERS, LLC
Investment adviser filing (IA)
RELATIVE VALUE PARTNERS GROUP, LLC
NORTHBROOK, IL, United States · Form ADV filed Apr 25, 2024
- Regulatory AUM
- $2.57B Form ADV · Item 5.F
- Client accounts
- 1,471 Accounts, not individual clients
- Employees
- 21 Reported in this filing
- Advisory professionals
- 16 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 260 | $2,497,316,900 | 97.2% |
| Individuals | 55 | $46,912,994 | 1.8% |
| Charities | 5 | $18,385,481 | 0.7% |
| Retirement plans | Fewer than 5 | $3,422,863 | 0.1% |
| Insurance companies | Fewer than 5 | $2,616,027 | 0.1% |
Filing source
Form ADV 1869756 · Apr 25, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 25, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
1033 SKOKIE BOULEVARD, SUITE 470NORTHBROOK, IL, 60062, United States
CRD 281067
Filing source
Form ADV 1869756 · Apr 25, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.