DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Strategic Value Partners, LLC
Latest filing Jun 8, 2026
First filing on the tape Apr 2, 2012 · 36 filings
SEC status approved since Jan 14, 2011
RAUM
$26B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
226
111 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
20
reported on Schedule D
History
36 filings and snapshots on the tape
RAUM$26B as of Jun 8, 2026
Apr 2, 2012$4.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 8, 2026
Feb 27, 20130 then
Employees (5.A)226 as of Jun 8, 2026
Feb 27, 201366 then
Private funds20 as of Jun 8, 2026
Apr 2, 201213 then
RAUM +9.3% over the last fiscal year+13% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 8, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $413MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.3%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $26B, 62 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$26B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 62reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $26B for 62 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
22 reported on Schedule D 7.B.(1)
Owners and control persons
Schedule A and B, latest filing
- Mark Gabriel Brecher · General Counsel/ Chief Compliance Officercontrolsince 05/2023 · owns less than 5%
- Charles Edward Kelly · Chief Operating Officercontrolsince 02/2006 · owns less than 5%
- Sanjay Victor Khosla · Chief Executive Officercontrolsince 04/2002 · owns less than 5%
- Benjamin Lewis Schwartz · Chief Financial Officercontrolsince 05/2023 · owns less than 5%
- Adam Michael Schwartz · Chief Legal Officercontrolsince 05/2023 · owns less than 5%
- Sanjay Victor Khosla · Membercontrolsince 05/2022 · owns 25% to 50% of Milestone Holding Company, LLC
Entity owners
- Midwood Holdings, LLC · Sole Managing Memberdirect · owns less than 5%
- Midwood, LP · Memberdirect · owns 75% or more
- Gail C. Khosla 2020 Descendants Trust · Memberindirect · owns 25% to 50% of Milestone Holding Company, LLC
- J.P. Morgan Trust Company Of Delaware · Trusteeindirect · owns F of Gail C. Khosla 2020 Descendants Trust
- J.P. Morgan Trust Company Of Delaware · Trusteeindirect · owns F of Victor S. Khosla 2020 Descendants Trust
- Midwood Holdings, LLC · General Partnerindirect · owns F of Midwood, LP
- Milestone Holding Company, LLC · Memberindirect · owns 75% or more of Midwood Holdings, LLC
- Milestone Holding Company, LLC · Limited Partnerindirect · owns 75% or more of Midwood, LP
- Victor S. Khosla 2020 Descendants Trust · Memberindirect · owns 25% to 50% of Milestone Holding Company, LLC
Related persons
Schedule D 7.A
- Strategic Value Partners Gp (U.S.), LLCpooled vehicle sponsory
- Svgo Administrator Gp I-A LLCbankpooled vehicle sponsory
- Svgo Gp I-A, LLCpooled vehicle sponsory
- Svp Capital Solutions Administrator Gp LLCbankpooled vehicle sponsory
- Svp Capital Solutions Feeder Fund Gp Ltd.bankpooled vehicle sponsory
- Svp Capital Solutions Feeder Fund II Gp Ltd.bankpooled vehicle sponsory
- Svp Capital Solutions Gp Administrator II LLCbankpooled vehicle sponsory
- Svp Capital Solutions Gp II Ltd.bankpooled vehicle sponsory
- Svp Capital Solutions Gp Ltd.bankpooled vehicle sponsory
- Svp Capital Solutions Lux Fund II Gp Sarlbankpooled vehicle sponsory
- Svp Excelsior Fund Gp Ltd.bankpooled vehicle sponsory
- Svp Global (Spain) S.L.investment advisery
- Svp Japan LLCinvestment advisery
- Svp New Rising Gp Ltd.bankpooled vehicle sponsory
- Svp Special Situations Administrator Gp II LLCbankpooled vehicle sponsory
- Svp Special Situations Administrator Gp III LLCbankpooled vehicle sponsory
- Svp Special Situations Administrator Gp IV LLCbankpooled vehicle sponsory
- Svp Special Situations Administrator Gp LLCbankpooled vehicle sponsory
- Svp Special Situations Feeder Fund V Gp Ltd.bankpooled vehicle sponsory
- Svp Special Situations Gp Administrator V LLCbankpooled vehicle sponsory
- Svp Special Situations Gp II LLCbankpooled vehicle sponsory
- Svp Special Situations Gp III LLCbankpooled vehicle sponsory
- Svp Special Situations Gp III-A LLCbankpooled vehicle sponsory
- Svp Special Situations Gp IV LLCbankpooled vehicle sponsory
- Svp Special Situations Gp LLCbankpooled vehicle sponsory
- Svp Special Situations Gp V Ltd.bankpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom33 employees
- Madrid, Spain2 employees
- Tokyo, Japan1 employees
What changed
consecutive filings, newest first
- Accounts · 63 to 62Aug 26, 2025 to Mar 31, 2026
- Advisory employees · 102 to 111Aug 26, 2025 to Mar 31, 2026
- Pooled vehicle clients · 63 to 62Aug 26, 2025 to Mar 31, 2026
- Assets in custody · $23B to $26BAug 26, 2025 to Mar 31, 2026
- Employees · 213 to 226Aug 26, 2025 to Mar 31, 2026
- Private funds · 21 to 20Aug 26, 2025 to Mar 31, 2026
- Discretionary RAUM · $23B to $26BAug 26, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $23B to $26BAug 26, 2025 to Mar 31, 2026
- RAUM · $23B to $26BAug 26, 2025 to Mar 31, 2026
- Financial planning clients · 0 to 0Mar 28, 2025 to Aug 26, 2025
- Accounts · 54 to 63Feb 26, 2025 to Mar 28, 2025
- Advisory employees · 95 to 102Feb 26, 2025 to Mar 28, 2025
- Pooled vehicle clients · 54 to 63Feb 26, 2025 to Mar 28, 2025
- Assets in custody · $21B to $23BFeb 26, 2025 to Mar 28, 2025
- Employees · 198 to 213Feb 26, 2025 to Mar 28, 2025
- Discretionary RAUM · $21B to $23BFeb 26, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $21B to $23BFeb 26, 2025 to Mar 28, 2025
- RAUM · $21B to $23BFeb 26, 2025 to Mar 28, 2025
- Private funds · 14 to 21Nov 13, 2024 to Feb 26, 2025
- Accounts · 51 to 54Feb 21, 2024 to Mar 28, 2024
- Advisory employees · 83 to 95Feb 21, 2024 to Mar 28, 2024
- Pooled vehicle clients · 51 to 54Feb 21, 2024 to Mar 28, 2024
- Assets in custody · $18B to $21BFeb 21, 2024 to Mar 28, 2024
- Employees · 175 to 198Feb 21, 2024 to Mar 28, 2024
- Discretionary RAUM · $18B to $21BFeb 21, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $18B to $21BFeb 21, 2024 to Mar 28, 2024
- RAUM · $18B to $21BFeb 21, 2024 to Mar 28, 2024
- Accounts · 48 to 51Oct 28, 2022 to Mar 31, 2023
- Advisory employees · 59 to 83Oct 28, 2022 to Mar 31, 2023
- Corporate clients · 1.0 to unsetOct 28, 2022 to Mar 31, 2023
- Pooled vehicle clients · 47 to 51Oct 28, 2022 to Mar 31, 2023
- Assets in custody · $20B to $18BOct 28, 2022 to Mar 31, 2023
- Employees · 139 to 175Oct 28, 2022 to Mar 31, 2023
- Other offices · 2 to 3Oct 28, 2022 to Mar 31, 2023
- Private funds · 12 to 14Oct 28, 2022 to Mar 31, 2023
- Discretionary RAUM · $20B to $18BOct 28, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $20B to $18BOct 28, 2022 to Mar 31, 2023
- RAUM · $20B to $18BOct 28, 2022 to Mar 31, 2023
- Advisory employees · 49 to 59Nov 16, 2021 to Mar 29, 2022
- Assets in custody · $12B to $20BNov 16, 2021 to Mar 29, 2022
Signals
12 dated events
- Joseph John Fullam (Chief Compliance Officer) no longer on Schedule A of Strategic Value Partners, Llc (listed 2023-03-31, absent 2023-05-31)May 31, 2023 · Control person left · inference
- Mark Gabriel Brecher (General Counsel/ Chief Compliance Officer) appeared on Schedule A of Strategic Value Partners, LlcMay 31, 2023 · Control person joined · fact
- Benjamin Lewis Schwartz (Chief Financial Officer) appeared on Schedule A of Strategic Value Partners, LlcMay 31, 2023 · Control person joined · fact
- F. James Dougherty (Chief Financial Officer) no longer on Schedule A of Strategic Value Partners, Llc (listed 2022-10-28, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Benjamin David Charnin (General Counsel And Chief Compliance Officer) no longer on Schedule A of Strategic Value Partners, Llc (listed 2022-06-15, absent 2022-10-28)Oct 28, 2022 · Control person left · inference
- Joseph John Fullam (Chief Compliance Officer) appeared on Schedule A of Strategic Value Partners, LlcOct 28, 2022 · Control person joined · fact
- Adam Michael Schwartz (General Counsel) appeared on Schedule A of Strategic Value Partners, LlcOct 28, 2022 · Control person joined · fact
- Strategic Value Partners, Llc reported RAUM $19.9B, up 60% from $12.4B (2021-11-16 to 2022-03-29)Mar 29, 2022 · RAUM change · derived
- Strategic Value Partners, Llc reported RAUM $12.4B, up 41% from $8.8B (2020-11-19 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- Martin Kevin Lydon (Executive Officer) no longer on Schedule A of Strategic Value Partners, Llc (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Marie Jean-Louis Lelogeais (Executive Officer) no longer on Schedule A of Strategic Value Partners, Llc (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Strategic Value Partners, Llc reported RAUM $8.7B, up 28% from $6.8B (2017-06-14 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Strategic Value Partners, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/strategic-value-partners-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- SVPGLOBAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 203-618-3500reportedpublic record, Form ADV, Jun 8, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026