DFX Intelligence

Data Factory

Private equityFirmprivate credit · probableunsized

Credit Value Partners, LLC

Private Equity

Sarasota, FL

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:92c70ffa-8a51-4d8c-a6b7-8742464839a5

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 11:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 55
Dated events: 40
On other graphs: 2
Observed: Sep 13, 2026 to Sep 17, 2026
21 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

CREDIT VALUE PARTNERS, LLC

Registered adviser · shared crd

Private Creditidentity

Credit Value Partners, LLC

Private credit manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 21
PE funds: 17
Vintages: 2013 to 2016
Regulatory AUM: $162M
Investments: 0
Active investments: 0
Size band: UNSIZEDderivedno Private Equity Fund GAV on a filing from 2021 or later
Stated sectors: aerospace_defense
Latest ADV filing: Nov 22, 2024
Employees (ADV): 3
Website: cvp7.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
CVP High Income Private Credit PE Fund (cayman), LP	2016	Wound down	Private Equity Fund	n/a	$306,430
Chipc PE Intermediate Fund, LP	2016	Wound down	Private Equity Fund	n/a	$306,430
CVP High Income Private Credit Master Fund, LP	2016	Wound down	Private Equity Fund	n/a	$2.7M
CVP Tactical Credit Intermediate Fund, LP	2016	Mature	Hedge Fund	n/a	$0
CVP Tactical Credit Master Fund II, LP	2016	Active deployment	Hedge Fund	n/a	$0
CVP Tactical Credit Investment Fund (cayman), LP	2016	Active deployment	Hedge Fund	n/a	$0
CVP High Income Private Credit PE Fund, LP	2016	Wound down	Private Equity Fund	n/a	$2.7M
CVP Tactical Credit Master Fund I, LP	2016	Mature	Hedge Fund	n/a	$0
Candlewood Credit Value Fund II LP	2014	Unknown	Private Equity Fund	n/a	$0
Candlewood Credit Value Fund (cayman) II LP	2014	Unknown	Private Equity Fund	n/a	$0
Candlewood Credit Value Intermediate Fund II LP	2014	Unknown	Private Equity Fund	n/a	$0
CVF Beadsea LLC	2014	Wound down	Private Equity Fund	n/a	$0
Credit Value Fund (cayman) III, LP	2014	Wound down	Private Equity Fund	n/a	$30.7M
Credit Value Partners Distressed Duration Intermediate Fund LP	2014	Wound down	Private Equity Fund	n/a	$0
Credit Value Partners Distressed Duration Fund LP	2014	Wound down	Private Equity Fund	n/a	$0
Credit Value Fund III, LP	2014	Wound down	Private Equity Fund	n/a	$86.4M
Credit Value Partners Distressed Duration Fund (cayman) LP	2014	Wound down	Private Equity Fund	n/a	$0
Credit Value Intermediate Fund III, LP	2014	Wound down	Private Equity Fund	n/a	$30.4M
Credit Value Master Fund III, LP	2013	Wound down	Private Equity Fund	n/a	$80.7M
Candlewood Credit Value Master Fund II, LP	n/a	Unknown	Private Equity Fund	n/a	$0
Credit Value Partners Distressed Duration Master Fund LLP	n/a	Wound down	Private Equity Fund	n/a	$0

Relationships

Firm member (1)

→ Apogem CapitalFirmadviser
factDFX's own graph

Employs (27)

→ Neel R. DoshiPersonPartner
Feb 1, 2022 to Dec 8, 2022inferenceForm ADV
→ Donald Edward PollardPersonTrustee Of Anne H. Pollard 2010 Irrevocable Grantor Trust
Dec 1, 2010 to presentfactForm ADV
→ Lindsey Diana NormanPersonChief Operating Officer/Chief Compliance Officer
Nov 1, 2019 to presentfactForm ADV
→ John PhelanPersonTrustee Of Donald E. Pollard, Jr. 2010 Irrevocable Grantor Trust
Dec 1, 2010 to presentfactForm ADV
→ Kenneth Gordon PollardPersonTrustee Of Donald E. Pollard, Jr. 2010 Irrevocable Grantor Trust
Dec 1, 2010 to presentfactForm ADV
→ Adam Edward FormusPersonChief Financial Officer
Nov 1, 2022 to presentfactForm ADV
→ Michael Thomas GerouxPersonPortfolio Manager
Jun 1, 2010 to Jul 14, 2017inferenceForm ADV
→ Joseph Peter MatteoPersonLimited Partner
Sep 1, 2013 to Mar 30, 2015inferenceForm ADV
→ Sylvia Frances OwensPersonLimited Partner
Jun 1, 2012 to Oct 8, 2014inferenceForm ADV
→ Howard Edwards SullivanPersonElected Manager
Jan 1, 2019 to Mar 30, 2020inferenceForm ADV
→ Joseph Arthur CambareriPersonChief Financial Officer
Mar 1, 2021 to Feb 22, 2023inferenceForm ADV
→ Michael Patrick KellerPersonPortfolio Manager
Aug 1, 2014 to Mar 30, 2020inferenceForm ADV
→ Yie-Hsin HungPersonElected Manager, Chairman Of The Board Of Managers
Feb 1, 2017 to Mar 30, 2020inferenceForm ADV
→ Thomas Alexander HendryPersonElected Manager
Feb 1, 2017 to Mar 30, 2020inferenceForm ADV
→ John Michael GradyPersonElected Manager
Aug 1, 2018 to Mar 30, 2020inferenceForm ADV
→ Jeffrey Scott PhlegarPersonElected Manager
Jan 1, 2019 to Mar 30, 2020inferenceForm ADV
→ Mark Joseph DeangelisPersonChief Compliance Officer
Nov 1, 2019 to Jun 30, 2021inferenceForm ADV
→ Geoffrey Alan GriblingPersonManaging Director
Nov 1, 2019 to Jun 30, 2021inferenceForm ADV
→ George ColesPersonManaging Director
Nov 1, 2019 to Mar 31, 2022inferenceForm ADV
→ Dianne DescoteauxPersonChief Compliance Officer
Jun 1, 2021 to Sep 28, 2022inferenceForm ADV
→ Fito Ezequiel WaisburgPersonOwner
Nov 1, 2019 to Dec 8, 2022inferenceForm ADV
→ Frances RabiasPersonChief Compliance Officer
Sep 1, 2022 to Sep 28, 2023inferenceForm ADV
→ Kevin Stewart RutherfordPersonChief Compliance Officer
Mar 1, 2017 to Nov 8, 2019inferenceForm ADV
→ Hugh Joseph WadePersonElected Manager
Feb 1, 2017 to Jan 2, 2019inferenceForm ADV
→ Louis William MoelchertPersonElected Manager
Feb 1, 2017 to Jan 2, 2019inferenceForm ADV
→ Grant Earl PothastPersonElected Manager
Feb 1, 2017 to Jan 2, 2019inferenceForm ADV
→ Brian John ConroyPersonPortfolio Manager
Jul 1, 2017 to Mar 28, 2018inferenceForm ADV

Manages (21)

→ Chipc PE Intermediate Fund, LPFundPrivate Equity Fund
May 2, 2016 to presentfactForm ADV
→ Credit Value Intermediate Fund III, LPFundPrivate Equity Fund
Apr 29, 2014 to presentfactForm ADV
→ Candlewood Credit Value Master Fund II, LPFundHedge Fund
Mar 20, 2012 to presentfactForm ADV
→ Credit Value Partners Distressed Duration Master Fund LLPFundPrivate Equity Fund
Mar 20, 2012 to presentfactForm ADV
→ Credit Value Master Fund III, LPFundHedge Fund
Dec 6, 2013 to presentfactForm ADV
→ Credit Value Partners Distressed Duration Fund (cayman) LPFundPrivate Equity Fund
Apr 29, 2014 to presentfactForm ADV
→ Credit Value Partners Distressed Duration Fund LPFundPrivate Equity Fund
Apr 29, 2014 to presentfactForm ADV
→ Credit Value Partners Distressed Duration Intermediate Fund LPFundPrivate Equity Fund
Apr 29, 2014 to presentfactForm ADV
→ Candlewood Credit Value Fund (cayman) II LPFundPrivate Equity Fund
Apr 29, 2014 to presentfactForm ADV
→ Credit Value Fund III, LPFundPrivate Equity Fund
Apr 29, 2014 to presentfactForm ADV
→ Candlewood Credit Value Fund II LPFundPrivate Equity Fund
Apr 29, 2014 to presentfactForm ADV
→ Candlewood Credit Value Intermediate Fund II LPFundPrivate Equity Fund
Apr 29, 2014 to presentfactForm ADV
→ Credit Value Fund (cayman) III, LPFundPrivate Equity Fund
Apr 29, 2014 to presentfactForm ADV
→ CVF Beadsea LLCFundPrivate Equity Fund
Oct 8, 2014 to presentfactForm ADV
→ CVP Tactical Credit Master Fund I, LPFundPrivate Equity Fund
Mar 23, 2016 to presentfactForm ADV
→ CVP Tactical Credit Investment Fund (cayman), LPFundPrivate Equity Fund
Mar 23, 2016 to presentfactForm ADV
→ CVP Tactical Credit Master Fund II, LPFundPrivate Equity Fund
Mar 23, 2016 to presentfactForm ADV
→ CVP Tactical Credit Intermediate Fund, LPFundPrivate Equity Fund
Mar 23, 2016 to presentfactForm ADV
→ CVP High Income Private Credit PE Fund, LPFundPrivate Equity Fund
May 2, 2016 to presentfactForm ADV
→ CVP High Income Private Credit PE Fund (cayman), LPFundPrivate Equity Fund
May 2, 2016 to presentfactForm ADV
→ CVP High Income Private Credit Master Fund, LPFundPrivate Equity Fund
May 2, 2016 to presentfactForm ADV

Owns (4)

← Anne H. Pollard 2010 Irrevocable Grantor TrustFirmMember
Dec 1, 2010 to presentfactForm ADV
← Donald E. Pollard, Jr. 2010 Irrevocable Grantor TrustFirmMember
Dec 1, 2010 to presentfactForm ADV
← CVP Holdings LLCFirmMember
Jan 1, 2015 to presentfactForm ADV
← Pollard Family Investments LLCFirmMember
Jan 1, 2015 to presentfactForm ADV

Dated events

13 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Feb 1, 2024
Person joined
Neel R. Doshi joined Schedule A of Credit Value Partners, LLC as Managing Director
Form ADVobserved 7 days ago
Occurred
Sep 28, 2023
Person left
Frances Rabias (Chief Compliance Officer) no longer on Schedule A of Credit Value Partners, LLC
Form ADVobserved 7 days ago
Occurred
Feb 22, 2023
Person left
Joseph Arthur Cambareri (Chief Financial Officer) no longer on Schedule A of Credit Value Partners, LLC
Form ADVobserved 7 days ago
Occurred
Dec 8, 2022
Person left
Neel R. Doshi (Partner) no longer on Schedule A of Credit Value Partners, LLC
Form ADVobserved 7 days ago
Occurred
Dec 8, 2022
Person left
Adolfo Ezequiel Waisburg (Owner) no longer on Schedule A of Credit Value Partners, LLC
Form ADVobserved 7 days ago
Occurred
Nov 1, 2022
Person joined
Adam Edward Formus joined Schedule A of Credit Value Partners, LLC as Chief Financial Officer
Form ADVobserved 7 days ago
Occurred
Sep 28, 2022
Person left
Dianne Marie Descoteaux (Chief Compliance Officer) no longer on Schedule A of Credit Value Partners, LLC
Form ADVobserved 7 days ago
Occurred
Sep 1, 2022
Person joined
Frances Rabias joined Schedule A of Credit Value Partners, LLC as Chief Compliance Officer
Form ADVobserved 7 days ago
Occurred
Mar 31, 2022
Person left
George Coles (Managing Director) no longer on Schedule A of Credit Value Partners, LLC
Form ADVobserved 7 days ago
Occurred
Jun 30, 2021
Person left
Geoffrey Alan Gribling (Managing Director) no longer on Schedule A of Credit Value Partners, LLC
Form ADVobserved 7 days ago
Occurred
Jun 30, 2021
Person left
Mark Joseph Deangelis (Chief Compliance Officer) no longer on Schedule A of Credit Value Partners, LLC
Form ADVobserved 7 days ago
Occurred
Jun 1, 2021
Person joined
Dianne Marie Descoteaux joined Schedule A of Credit Value Partners, LLC as Chief Compliance Officer
Form ADVobserved 7 days ago
Occurred
Mar 1, 2021
Person joined
Joseph Arthur Cambareri joined Schedule A of Credit Value Partners, LLC as Chief Financial Officer
Form ADVobserved 7 days ago
Occurred
Mar 30, 2020
Person left
Yie-Hsin (nmn) Hung (Elected Manager, Chairman Of The Board Of Managers) no longer on Schedule A of Credit Value Partners, LLC
Form ADVobserved 7 days ago
Occurred
Mar 30, 2020
Person left
Joseph Peter Matteo (Elected Manager) no longer on Schedule A of Credit Value Partners, LLC
Form ADVobserved 7 days ago
Occurred
Mar 30, 2020
Person left
Jeffrey Scott Phlegar (Elected Manager) no longer on Schedule A of Credit Value Partners, LLC
Form ADVobserved 7 days ago
Occurred
Mar 30, 2020
Person left
John Michael Grady (Elected Manager) no longer on Schedule A of Credit Value Partners, LLC
Form ADVobserved 7 days ago
Occurred
Mar 30, 2020
Person left
Thomas Alexander Hendry (Elected Manager) no longer on Schedule A of Credit Value Partners, LLC
Form ADVobserved 7 days ago
Occurred
Mar 30, 2020
Person left
Michael Patrick Keller (Portfolio Manager) no longer on Schedule A of Credit Value Partners, LLC
Form ADVobserved 7 days ago
Occurred
Mar 30, 2020
Person left
Howard Edwards Sullivan (Elected Manager) no longer on Schedule A of Credit Value Partners, LLC
Form ADVobserved 7 days ago
Occurred
Nov 8, 2019
Person left
Kevin Stewart Rutherford (Chief Compliance Officer) no longer on Schedule A of Credit Value Partners, LLC
Form ADVobserved 7 days ago
Occurred
Nov 1, 2019
Person joined
Mark Joseph Deangelis joined Schedule A of Credit Value Partners, LLC as Chief Compliance Officer
Form ADVobserved 7 days ago
Occurred
Nov 1, 2019
Person joined
George Coles joined Schedule A of Credit Value Partners, LLC as Managing Director
Form ADVobserved 7 days ago
Occurred
Nov 1, 2019
Person joined
Geoffrey Alan Gribling joined Schedule A of Credit Value Partners, LLC as Managing Director
Form ADVobserved 7 days ago
Occurred
Nov 1, 2019
Person joined
Fito Ezequiel Waisburg joined Schedule A of Credit Value Partners, LLC as Portfolio Manager
Form ADVobserved 7 days ago
Occurred
Nov 1, 2019
Person joined
Lindsey Diana Norman joined Schedule A of Credit Value Partners, LLC as Chief Operating Officer
Form ADVobserved 7 days ago
Occurred
Jan 2, 2019
Person left
Grant Earl Pothast (Elected Manager) no longer on Schedule A of Credit Value Partners, LLC
Form ADVobserved 7 days ago

Show 13 bookkeeping events

Occurred
Sep 1, 2026
Adviser CRD 154625 is not on the SEC registered or exempt adviser roster of 2026-09-01
Occurred
Mar 18, 2021
Fund 805-6395122713 no longer reported on Form ADV by Credit Value Partners, LLC
Occurred
Mar 18, 2021
Fund 805-5576569133 no longer reported on Form ADV by Credit Value Partners, LLC
Occurred
Mar 18, 2021
Fund 805-4853575120 no longer reported on Form ADV by Credit Value Partners, LLC
Occurred
Mar 18, 2021
Fund 805-8863327012 no longer reported on Form ADV by Credit Value Partners, LLC
Occurred
Mar 30, 2020
Fund 805-1976609889 no longer reported on Form ADV by Credit Value Partners, LLC
Occurred
Mar 30, 2020
Fund 805-2530805250 no longer reported on Form ADV by Credit Value Partners, LLC
Occurred
Mar 30, 2020
Fund 805-7231336999 no longer reported on Form ADV by Credit Value Partners, LLC
Occurred
Mar 30, 2020
Fund 805-9231483619 no longer reported on Form ADV by Credit Value Partners, LLC
Occurred
Mar 30, 2020
Fund 805-6341472921 no longer reported on Form ADV by Credit Value Partners, LLC
Occurred
Mar 30, 2020
Fund 805-4835010681 no longer reported on Form ADV by Credit Value Partners, LLC
Occurred
Mar 30, 2020
Fund 805-3767113475 no longer reported on Form ADV by Credit Value Partners, LLC
Occurred
Mar 30, 2020
Fund 805-8922801100 no longer reported on Form ADV by Credit Value Partners, LLC

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV), 2 work emails (firm website) · as of 2026-09-17

Also named here, with no published line of their own (reach them through the firm): Neel R. Doshi (Managing Director), Donald Edward Pollard (Trustee Of Anne H. Pollard 2010 Irrevocable Grantor Trust), Lindsey Diana Norman (Chief Operating Officer/Chief Compliance Officer), John Phelan (Trustee Of Donald E. Pollard, Jr. 2010 Irrevocable Grantor Trust), Kenneth Gordon Pollard (Trustee Of Donald E. Pollard, Jr. 2010 Irrevocable Grantor Trust), Adam Edward Formus (Chief Financial Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:92c70ffa-8a51-4d8c-a6b7-8742464839a5
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 3 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Credit Value Partners, LLC

Private Equity

Sarasota, FL

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:92c70ffa-8a51-4d8c-a6b7-8742464839a5

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 11:33 PM UTC and rebuilt at most every 15 minutes.