Relative Value Partners is an investment advisor in Northbrook with $2.31 bn assets under management.
Company profile
Website
Employees
SEC CIK
IRS number
474067697
SEC advisor number
801-106503
FINRA CRD number
281067
AUM ?
$2.31 bn
(as of 18 Nov 22)
Accounts
1,148
(as of 18 Nov 22)
Employees
20
(16 investment advisory or research)
Office hours
Monday - Friday, BY APPOINTMENT ONLY
Phone
847-513-6300
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Focus Operating, LLC | Member (Manager) | 07/2015 | > 75% |
Huffman, Robert, Hertzler | Chief Executive Officer | 07/2015 | < 5% |
Fertig, Maury, Leonard | Chief Investment Officer | 07/2015 | < 5% |
Goel, Catherine, Cannon | Chief Compliance Officer | 07/2015 | < 5% |
Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
Focus Financial Partners Inc | Member | 07/2018 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
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29 May 24
13F-HR
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13 May 24
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