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 Bank Partners LLC
Latest filing Mar 17, 2026
First filing on the tape Jun 28, 2018 · 13 filings
SEC status approved since Jul 30, 2018
RAUM
$774M
reported, Item 5.F
Discretionary
74%
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
7
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$774M as of Mar 17, 2026
Mar 26, 2019$216M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 17, 2026
Mar 26, 20190 then
Employees (5.A)7 as of Mar 17, 2026
Mar 26, 20194 then
Private funds5 as of Mar 17, 2026
Mar 26, 20192 then
RAUM +6.0% over the last fiscal year+15% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 17, 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
- $129MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 74%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +6.0%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 pooled vehiclesreportedItem 5.G
- Custody
- $389M, 1 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- 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)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$774M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $389M for 1 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=false 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
- Thomas Valentine David to St. Clair Advisors, LLCApr 7, 2020 · Other
Joined, latest
- Thomas Valentine David from Cm Wealth Advisors LLCJan 10, 2020 · Other
Private funds
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Strategic Value Investors LP | Hedge Fund | $212M | 103 | Mar 30, 2016 |
| Strategic Value Fnba Investors LP | Private Equity Fund | $76.4M | 75 | Mar 30, 2020 |
| Strategic Value Private Investors, LP | Private Equity Fund | $63.6M | 90 | Mar 29, 2018 |
| Strategic Value Opportunities LP | Private Equity Fund | $61.1M | 77 | Mar 22, 2022 |
| Strategic Value Private Investors II, LP | Private Equity Fund | $35.4M | 63 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- P Umberto Fedeli · Membercontrolsince 08/2015 · owns 25% to 50%
- John Michael Shay · Chief Compliance Officercontrolsince 07/2023 · owns less than 5%
- Martin Adams · Trusteecontrolsince 03/2018 · owns F of Martin E. Adams Revocable Trust Dtd 09-17-2000
- Martin Adams · Membercontrolsince 10/2011 · owns 25% to 50% of M.P. Adams Properties LLC
- Benjamin Mackovak · Managing Membercontrolsince 08/2012 · owns 75% or more of Cavalier Capital LLC
- Patricia Adams · Membersince 10/2011 · owns 25% to 50% of M.P. Adams Properties LLC
- Patricia Adams · Trusteesince 03/2018 · owns F of Martin E. Adams Revocable Trust Dtd 09-17-2000
Entity owners
- Cavalier Capital LLC · Managing Memberdirect · owns 10% to 25%
- M.P. Adams Properties LLC · Managing Memberdirect · owns 10% to 25%
- Martin E. Adams Revocable Trust Dtd 09-17-2000 · Managing Memberdirect · owns 25% to 50%
Related persons
Schedule D 7.A
- Strategic Value Advisory Partners, LLCpooled vehicle sponsorn
- Strategic Value Private Partners, LLCpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $295M to $389MMar 27, 2025 to Mar 17, 2026
- Discretionary RAUM · $555M to $574MMar 27, 2025 to Mar 17, 2026
- Non-discretionary RAUM · $175M to $200MMar 27, 2025 to Mar 17, 2026
- Pooled vehicle RAUM · $730M to $774MMar 27, 2025 to Mar 17, 2026
- RAUM · $730M to $774MMar 27, 2025 to Mar 17, 2026
- Assets in custody · $448M to $295MMar 28, 2024 to Mar 27, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 27, 2025
- Discretionary RAUM · $448M to $555MMar 28, 2024 to Mar 27, 2025
- Non-discretionary RAUM · $111M to $175MMar 28, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $559M to $730MMar 28, 2024 to Mar 27, 2025
- RAUM · $559M to $730MMar 28, 2024 to Mar 27, 2025
- Accounts · 4 to 6Nov 30, 2023 to Mar 28, 2024
- Pooled vehicle clients · 4 to 6Nov 30, 2023 to Mar 28, 2024
- Assets in custody · $512M to $448MNov 30, 2023 to Mar 28, 2024
- Private funds · 4 to 5Nov 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $512M to $448MNov 30, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $0 to $111MNov 30, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $512M to $559MNov 30, 2023 to Mar 28, 2024
- RAUM · $512M to $559MNov 30, 2023 to Mar 28, 2024
- Advisory employees · 6 to 7Mar 13, 2023 to Aug 18, 2023
- Employees · 6 to 7Mar 13, 2023 to Aug 18, 2023
- Assets in custody · $514M to $512MMar 22, 2022 to Mar 13, 2023
- Discretionary RAUM · $514M to $512MMar 22, 2022 to Mar 13, 2023
- Pooled vehicle RAUM · $514M to $512MMar 22, 2022 to Mar 13, 2023
- RAUM · $514M to $512MMar 22, 2022 to Mar 13, 2023
- Accounts · 3 to 4Mar 16, 2021 to Mar 22, 2022
- Pooled vehicle clients · 3 to 4Mar 16, 2021 to Mar 22, 2022
- Assets in custody · $313M to $514MMar 16, 2021 to Mar 22, 2022
- Private funds · 3 to 4Mar 16, 2021 to Mar 22, 2022
- Discretionary RAUM · $313M to $514MMar 16, 2021 to Mar 22, 2022
- Pooled vehicle RAUM · $313M to $514MMar 16, 2021 to Mar 22, 2022
- RAUM · $313M to $514MMar 16, 2021 to Mar 22, 2022
- Advisory employees · 4 to 6Sep 10, 2020 to Mar 16, 2021
- Assets in custody · $306M to $313MSep 10, 2020 to Mar 16, 2021
- Employees · 4 to 6Sep 10, 2020 to Mar 16, 2021
- Discretionary RAUM · $306M to $313MSep 10, 2020 to Mar 16, 2021
- Pooled vehicle RAUM · $306M to $313MSep 10, 2020 to Mar 16, 2021
- RAUM · $306M to $313MSep 10, 2020 to Mar 16, 2021
- Accounts · 2 to 3Jan 7, 2020 to Mar 30, 2020
- Pooled vehicle clients · 2 to 3Jan 7, 2020 to Mar 30, 2020
Signals
9 dated events
- Strategic Value Bank Partners Llc reported RAUM $730.0M, up 31% from $559.3M (2024-03-28 to 2025-03-27)Mar 27, 2025 · RAUM change · derived
- John Michael Shay (Chief Compliance Officer) appeared on Schedule A of Strategic Value Bank Partners LlcAug 18, 2023 · Control person joined · fact
- Strategic Value Bank Partners Llc reported RAUM $514.4M, up 64% from $313.1M (2021-03-16 to 2022-03-22)Mar 22, 2022 · RAUM change · derived
- Valentine Thomas David (Chief Compliance Officer/Chief Financial Officer) no longer on Schedule A of Strategic Value Bank Partners Llc (listed 2020-01-07, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Valentine Thomas David (Chief Compliance Officer/Chief Financial Officer) appeared on Schedule A of Strategic Value Bank Partners LlcJan 7, 2020 · Control person joined · fact
- Baird Hansen (Chief Compliance Officer/Chief Operating Officer) no longer on Schedule A of Strategic Value Bank Partners Llc (listed 2019-03-26, absent 2020-01-07)Jan 7, 2020 · Control person left · inference
- Ion Coada (Chief Compliance Officer/Chief Financial Officer/Chief Operating Officer) no longer on Schedule A of Strategic Value Bank Partners Llc (listed 2018-06-28, absent 2019-03-26)Mar 26, 2019 · Control person left · inference
- Baird Hansen (Chief Compliance Officer/Chief Operating Officer) appeared on Schedule A of Strategic Value Bank Partners LlcMar 26, 2019 · Control person joined · fact
- Strategic Value Bank Partners Llc filed its initial SEC registration (Form ADV)Jun 28, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Strategic Value Bank Partners LLC · Independent Sponsorsshared crd · capital_provider
- Strategic Value Bank Partners LLC · Private Equityshared crd · organization
- Strategic Value Bank Partners LLC · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/strategic-value-bank-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- strategicbankpartners.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 216-282-0704reportedpublic record, Form ADV, Mar 17, 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