CREDIT VALUE PARTNERS, LLC

SARASOTA, Florida·14 registered advisors·CRD# 154625
SEC# 801-717610203-893-4700
01

Firm Overview

AUM
$162M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
14
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
Other: A PERCENTAGE OF DRAWN INVESTED CAPITAL
03

Specialties

Retirement PlanningWealth Management
04

Advisors at CREDIT VALUE PARTNERS, LLC

14 registered advisors
Adam Edward Formus
SARASOTA, Florida
Adolfo Ezequiel Waisburg
GREENWICH, Connecticut
Brian John Conroy
GREENWICH, Connecticut
Donald Edward Pollard
SARASOTA, Florida
Geoffrey Alan Gribling
GREENWICH, Connecticut
George Coles
GREENWICH, Connecticut
John Phelan
SARASOTA, Florida
Joseph Peter Matteo
GREENWICH, Connecticut
Kenneth Gordon Pollard
SARASOTA, Florida
Lindsey Diana Norman
SARASOTA, Florida
Michael Patrick Keller
GREENWICH, Connecticut
Michael Thomas Geroux
GREENWICH, Connecticut
Neel R. Doshi
SARASOTA, Florida
Sylvia Frances Owens
GREENWICH, Connecticut
05

Office Locations

GREENWICH, Connecticut
8 advisors
SARASOTA, Florida
6 advisors

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Data sourced from SEC Form ADV filings. CREDIT VALUE PARTNERS, LLC (CRD# 154625) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.