Form D · Private Equity Fund

Strategic Value Opportunities LP

Cleveland, OH · CIK 0001872298

Offering snapshot reported Jul 22, 2021 · SEC filing

Reported sold: $65M
Investors reported: 76
Minimum accepted: $0
First sale: Jul 13, 2021

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jul 22, 2021	Initial	$65,000,000	No comparison	76	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-407384

Source: Form D, filed Jul 22, 2021. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

STRATEGIC VALUE OPPORTUNITIES LP

Investment adviser: STRATEGIC VALUE BANK PARTNERS LLC

Gross asset value: $55.6M
Beneficial owners: 70
ADV minimum commitment: $1M

Reported in Form ADV on Mar 17, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator PERENNIAL FUND SERVICES, LLC WESTLAKE VILLAGE, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US, LLP CHICAGO, Illinois, United States

Custodian PNC FINANCIAL SERVICES GROUP, INC PITTSBURGH, Pennsylvania, United States Related to adviser: No

Custodian WELLS FARGO SECURITIES, LLC NEW YORK, New York, United States Related to adviser: No

Prime broker WELLS FARGO SECURITIES, LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US, LLP
PCAOB 49

WELLS FARGO SECURITIES, LLC
SEC 8-65876

WELLS FARGO SECURITIES, LLC
CRD 126292 · SEC 8-65876

Filing source

Form ADV 2070066 · Mar 17, 2026 · Schedule D 7.B.(1), fund 805-5789438652

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Marty Adams	Director, Executive, Promoter
Umberto Fedeli	Director, Executive, Promoter
Ben Mackovak	Director, Executive, Promoter
N/A Strategic Value Private Partners, Llc	Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

127 Public Square Suite 1510
Cleveland, OH, 44114-1217