RELATIVE VALUE PARTNERS GROUP, LLC
Legal name: RELATIVE VALUE PARTNERS, LLC
CRD #281067 SEC #801-106503 NORTHBROOK, IL 847-513-6300
SEC Registered
Total AUM
$2.6B
Discretionary
$2.3B
Employees
21
Clients
101
Accounts
1,471
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2024 | $2.6B | $2.3B | $275.8M | 21 | 0 |
| Mar 2024 | $2.6B | $2.3B | $275.8M | 21 | 0 |
| Nov 2023 | $2.2B | $2B | $236M | 21 | 0 |
| Sep 2023 | $2.2B | $2B | $236M | 21 | 0 |
| Mar 2023 | $2.2B | $2B | $236M | 21 | 0 |
| Mar 2023 | $2.2B | $2B | $236M | 21 | 0 |
| Nov 2022 | $2.3B | $1.7B | $645.6M | 20 | 1 |
| Mar 2022 | $2.3B | $1.7B | $645.6M | 20 | 1 |
| Jan 2022 | $2.3B | $1.7B | $645.6M | 20 | 0 |
| Jan 2022 | $1.6B | $1.6B | $66.4K | 13 | 0 |
| Aug 2021 | $1.6B | $1.6B | $66.4K | 13 | 0 |
| Mar 2021 | $1.6B | $1.6B | $66.4K | 13 | 0 |
| Oct 2020 | $1.2B | $1.2B | $3.9M | 13 | 0 |
| Jun 2020 | $1.2B | $1.2B | $3.9M | 13 | 0 |
| Mar 2020 | $1.2B | $1.2B | $3.9M | 13 | 0 |
| Mar 2019 | $1B | $1B | $3.8M | 13 | 0 |
| Aug 2018 | $1.1B | $1.1B | $11.9M | 13 | 0 |
| Mar 2018 | $1.1B | $1.1B | $11.9M | 13 | 0 |
| Jul 2017 | $1B | $952.1M | $60.6M | 11 | 200 |
| Mar 2017 | $1B | $952.1M | $60.6M | 11 | 200 |
| Jul 2016 | $970M | $970M | $0 | 10 | 200 |
| Mar 2016 | $970M | $970M | $0 | 10 | 200 |
| Aug 2015 | $979.7M | $979.7M | $0 | 9 | 200 |
| Aug 2015 | $979.7M | $979.7M | $0 | 9 | 200 |
| Jul 2015 | $1B | $1B | $0 | 9 | 200 |
DateApr 2024
Total AUM$2.6B
Discretionary$2.3B
Non-Disc.$275.8M
Employees21
Clients0
DateMar 2024
Total AUM$2.6B
Discretionary$2.3B
Non-Disc.$275.8M
Employees21
Clients0
DateNov 2023
Total AUM$2.2B
Discretionary$2B
Non-Disc.$236M
Employees21
Clients0
DateSep 2023
Total AUM$2.2B
Discretionary$2B
Non-Disc.$236M
Employees21
Clients0
DateMar 2023
Total AUM$2.2B
Discretionary$2B
Non-Disc.$236M
Employees21
Clients0
DateMar 2023
Total AUM$2.2B
Discretionary$2B
Non-Disc.$236M
Employees21
Clients0
DateNov 2022
Total AUM$2.3B
Discretionary$1.7B
Non-Disc.$645.6M
Employees20
Clients1
DateMar 2022
Total AUM$2.3B
Discretionary$1.7B
Non-Disc.$645.6M
Employees20
Clients1
DateJan 2022
Total AUM$2.3B
Discretionary$1.7B
Non-Disc.$645.6M
Employees20
Clients0
DateJan 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$66.4K
Employees13
Clients0
DateAug 2021
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$66.4K
Employees13
Clients0
DateMar 2021
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$66.4K
Employees13
Clients0
DateOct 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$3.9M
Employees13
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$3.9M
Employees13
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$3.9M
Employees13
Clients0
DateMar 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$3.8M
Employees13
Clients0
DateAug 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$11.9M
Employees13
Clients0
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$11.9M
Employees13
Clients0
DateJul 2017
Total AUM$1B
Discretionary$952.1M
Non-Disc.$60.6M
Employees11
Clients200
DateMar 2017
Total AUM$1B
Discretionary$952.1M
Non-Disc.$60.6M
Employees11
Clients200
DateJul 2016
Total AUM$970M
Discretionary$970M
Non-Disc.$0
Employees10
Clients200
DateMar 2016
Total AUM$970M
Discretionary$970M
Non-Disc.$0
Employees10
Clients200
DateAug 2015
Total AUM$979.7M
Discretionary$979.7M
Non-Disc.$0
Employees9
Clients200
DateAug 2015
Total AUM$979.7M
Discretionary$979.7M
Non-Disc.$0
Employees9
Clients200
DateJul 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees9
Clients200