RELATIVE VALUE PARTNERS, LLC
CRD #131636 SEC #801-63577 NORTHBROOK, IL 847-513-6300
SEC Registered
Total AUM
$596.8M
Discretionary
$596.8M
Employees
6
Clients
--
Accounts
552
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $1B | $1B | $0 | 9 | 300 |
| Mar 2014 | $873.3M | $873.3M | $0 | 10 | 200 |
| Oct 2013 | $704.7M | $704.7M | $0 | 9 | 200 |
| Mar 2013 | $704.7M | $704.7M | $0 | 9 | 200 |
| Aug 2012 | $596.8M | $596.8M | $0 | 6 | 200 |
| Jun 2012 | $596.8M | $596.8M | $0 | 6 | 200 |
| Mar 2012 | $596.8M | $596.8M | $0 | 6 | 200 |
| Mar 2011 | $544.6M | $544.6M | $0 | 10 | -- |
| Apr 2009 | $307M | $307M | $0 | 5 | -- |
| Oct 2007 | $245M | $245M | $0 | 5 | -- |
| Mar 2007 | $245M | $245M | $0 | 5 | -- |
DateMar 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees9
Clients300
DateMar 2014
Total AUM$873.3M
Discretionary$873.3M
Non-Disc.$0
Employees10
Clients200
DateOct 2013
Total AUM$704.7M
Discretionary$704.7M
Non-Disc.$0
Employees9
Clients200
DateMar 2013
Total AUM$704.7M
Discretionary$704.7M
Non-Disc.$0
Employees9
Clients200
DateAug 2012
Total AUM$596.8M
Discretionary$596.8M
Non-Disc.$0
Employees6
Clients200
DateJun 2012
Total AUM$596.8M
Discretionary$596.8M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$596.8M
Discretionary$596.8M
Non-Disc.$0
Employees6
Clients200
DateMar 2011
Total AUM$544.6M
Discretionary$544.6M
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$307M
Discretionary$307M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees5
Clients--