CREDIT VALUE PARTNERS, LLC
CRD #154625 SEC #801-71761 SARASOTA, FL 203-893-4700
SEC Registered Private Funds
Total AUM
$161.5M
Discretionary
$161.5M
Employees
3
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2024 | $161.5M | $161.5M | $0 | 3 | 0 |
| Sep 2024 | $161.5M | $161.5M | $0 | 3 | 0 |
| Sep 2023 | $263.9M | $263.9M | $0 | 8 | 0 |
| Sep 2023 | $263.9M | $263.9M | $0 | 8 | 0 |
| Feb 2023 | $512.3M | $387.3M | $125M | 8 | 0 |
| Dec 2022 | $512.3M | $387.3M | $125M | 8 | 0 |
| Sep 2022 | $758M | $408M | $350M | 8 | 0 |
| Apr 2022 | $758M | $408M | $350M | 8 | 0 |
| Mar 2022 | $758M | $408M | $350M | 8 | 0 |
| Jun 2021 | $828M | $478M | $350M | 10 | 0 |
| Mar 2021 | $475.1M | $326.1M | $149M | 10 | 0 |
| Apr 2020 | $342.3M | $312.3M | $30M | 8 | 0 |
| Mar 2020 | $342.3M | $312.3M | $30M | 8 | 0 |
| Feb 2020 | $2.2B | $1.9B | $231.6M | 8 | 0 |
| Nov 2019 | $2.2B | $1.9B | $231.6M | 24 | 0 |
| Sep 2019 | $2.2B | $1.9B | $231.6M | 24 | 0 |
| Mar 2019 | $2.2B | $1.9B | $231.6M | 24 | 0 |
| Jan 2019 | $2.3B | $2.3B | $0 | 21 | 21 |
| Jan 2019 | $2.3B | $2.3B | $0 | 21 | 21 |
| Mar 2018 | $2.3B | $2.3B | $0 | 21 | 21 |
| Jul 2017 | $1.9B | $1.9B | $0 | 22 | 11 |
| Jul 2017 | $1.9B | $1.9B | $0 | 22 | 11 |
| Apr 2017 | $1.9B | $1.9B | $1.6M | 22 | 11 |
| Feb 2017 | $1.9B | $1.9B | $1.6M | 22 | 11 |
| May 2016 | $2B | $2B | $1.6M | 22 | 11 |
| Mar 2016 | $2.1B | $2.1B | $2.8M | 24 | 11 |
| Jul 2015 | $2.3B | $2.3B | $3.2M | 23 | 11 |
| Apr 2015 | $1.8B | $1.8B | $3.3M | 20 | 11 |
| Apr 2015 | $1.8B | $1.8B | $3.3M | 20 | 11 |
| Apr 2015 | $1.8B | $1.8B | $3.3M | 20 | 11 |
| Mar 2015 | $1.8B | $1.8B | $3.3M | 20 | 11 |
| Jan 2015 | $1.7B | $1.7B | $0 | 15 | 11 |
| Oct 2014 | $1.7B | $1.7B | $0 | 15 | 11 |
| Apr 2014 | $984M | $984M | $0 | 15 | 11 |
| Apr 2014 | $984M | $984M | $0 | 15 | 11 |
| Mar 2014 | $984M | $984M | $0 | 15 | 11 |
| Dec 2013 | $758.4M | $758.4M | $0 | 15 | 11 |
| Dec 2013 | $758.4M | $758.4M | $0 | 15 | 11 |
| Apr 2013 | $644.8M | $644.8M | $0 | 10 | 1 |
| Mar 2013 | $644.8M | $644.8M | $0 | 10 | 1 |
| Mar 2012 | $508.8M | $508.8M | $0 | 6 | 1 |
| Apr 2011 | $221.2M | $221.2M | $0 | 10 | -- |
| Mar 2011 | $221.2M | $221.2M | $0 | 10 | -- |
| Jan 2011 | $128M | $128M | $0 | 10 | -- |
| Oct 2010 | $122M | $122M | $0 | 5 | -- |
| Aug 2010 | $0 | $0 | $0 | 5 | -- |
DateNov 2024
Total AUM$161.5M
Discretionary$161.5M
Non-Disc.$0
Employees3
Clients0
DateSep 2024
Total AUM$161.5M
Discretionary$161.5M
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$263.9M
Discretionary$263.9M
Non-Disc.$0
Employees8
Clients0
DateSep 2023
Total AUM$263.9M
Discretionary$263.9M
Non-Disc.$0
Employees8
Clients0
DateFeb 2023
Total AUM$512.3M
Discretionary$387.3M
Non-Disc.$125M
Employees8
Clients0
DateDec 2022
Total AUM$512.3M
Discretionary$387.3M
Non-Disc.$125M
Employees8
Clients0
DateSep 2022
Total AUM$758M
Discretionary$408M
Non-Disc.$350M
Employees8
Clients0
DateApr 2022
Total AUM$758M
Discretionary$408M
Non-Disc.$350M
Employees8
Clients0
DateMar 2022
Total AUM$758M
Discretionary$408M
Non-Disc.$350M
Employees8
Clients0
DateJun 2021
Total AUM$828M
Discretionary$478M
Non-Disc.$350M
Employees10
Clients0
DateMar 2021
Total AUM$475.1M
Discretionary$326.1M
Non-Disc.$149M
Employees10
Clients0
DateApr 2020
Total AUM$342.3M
Discretionary$312.3M
Non-Disc.$30M
Employees8
Clients0
DateMar 2020
Total AUM$342.3M
Discretionary$312.3M
Non-Disc.$30M
Employees8
Clients0
DateFeb 2020
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$231.6M
Employees8
Clients0
DateNov 2019
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$231.6M
Employees24
Clients0
DateSep 2019
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$231.6M
Employees24
Clients0
DateMar 2019
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$231.6M
Employees24
Clients0
DateJan 2019
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees21
Clients21
DateJan 2019
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees21
Clients21
DateMar 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees21
Clients21
DateJul 2017
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees22
Clients11
DateJul 2017
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees22
Clients11
DateApr 2017
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$1.6M
Employees22
Clients11
DateFeb 2017
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$1.6M
Employees22
Clients11
DateMay 2016
Total AUM$2B
Discretionary$2B
Non-Disc.$1.6M
Employees22
Clients11
DateMar 2016
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$2.8M
Employees24
Clients11
DateJul 2015
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$3.2M
Employees23
Clients11
DateApr 2015
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$3.3M
Employees20
Clients11
DateApr 2015
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$3.3M
Employees20
Clients11
DateApr 2015
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$3.3M
Employees20
Clients11
DateMar 2015
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$3.3M
Employees20
Clients11
DateJan 2015
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees15
Clients11
DateOct 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees15
Clients11
DateApr 2014
Total AUM$984M
Discretionary$984M
Non-Disc.$0
Employees15
Clients11
DateApr 2014
Total AUM$984M
Discretionary$984M
Non-Disc.$0
Employees15
Clients11
DateMar 2014
Total AUM$984M
Discretionary$984M
Non-Disc.$0
Employees15
Clients11
DateDec 2013
Total AUM$758.4M
Discretionary$758.4M
Non-Disc.$0
Employees15
Clients11
DateDec 2013
Total AUM$758.4M
Discretionary$758.4M
Non-Disc.$0
Employees15
Clients11
DateApr 2013
Total AUM$644.8M
Discretionary$644.8M
Non-Disc.$0
Employees10
Clients1
DateMar 2013
Total AUM$644.8M
Discretionary$644.8M
Non-Disc.$0
Employees10
Clients1
DateMar 2012
Total AUM$508.8M
Discretionary$508.8M
Non-Disc.$0
Employees6
Clients1
DateApr 2011
Total AUM$221.2M
Discretionary$221.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$221.2M
Discretionary$221.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--