Clients
Strategic Value Partners serves 62 clients. The average client has about $413 million with the firm.
- Pooled investment vehicles62 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 62 | $25,612,484,792 | 100.0% | $413.1M |
| Total | 62 | $25,612,484,792 | 100% | $413.1M |
- Clients
- 62
- Regulatory AUM
- $25,612,484,792
- Share
- 100.0%
- Avg. per client
- $413.1M
Total
- Clients
- 62
- Regulatory AUM
- $25,612,484,792
- Share
- 100%
- Avg. per client
- $413.1M
What it does
Strategic Value Partners provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.
Strategic Value Partners provided financial planning to 0 clients last fiscal year and advises 20 private funds.
100.0% of assets ($25.61B across 62 accounts) are managed with discretion. 87% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Strategic Value Partners has custody of $25.61B for 62 clients.
- All other custodians$25.61B100%
Ownership and leadership
Midwood, LP owns 75% or more of Strategic Value Partners, and Victor Khosla is its CEO.
- Owns 75% or more of Strategic Value Partners, LLC
Midwood, LP
Control person · since November 2005
- Owns 75% or more of Midwood, LP
Milestone Holding Company, LLC
Control person · since October 2021
- Owns 25% to 50% of Milestone Holding Company, LLC
Victor Khosla
Control person · since May 2022
- Owns 25% to 50% of Milestone Holding Company, LLC
Gail C. Khosla 2020 Descendants Trust
Control person · since May 2022
J.P. Morgan Trust Company of Delaware
Trustee · Control person · since June 2020
- Owns 25% to 50% of Milestone Holding Company, LLC
Victor S. Khosla 2020 Descendants Trust
Control person · since May 2022
Midwood Holdings, LLC
General partner · Control person · since November 2005
Leadership
- Victor KhoslaChief Executive Officer
- Lewis SchwartzChief Financial Officer
- Edward KellyChief Operating Officer
- Daniel DuvalGeneral Counsel/ Chief Compliance Officer
- Michael SchwartzChief Legal Officer
Staff
- 226 employees
- 111 in advisory functions
Reported holdings
Strategic Value Partners’ reported 13F holdings total $170.8M across 1 positions, and the ten largest make up 100.0% of it.
- $170.8M
- Reported 13F value
- 1
- Positions
- 100.0%
- In the 10 largest
- +28.5%
- Value vs. prior quarter
- Grupo Aeromexico Sab DE CV · Sponsored ADS100.0%
Together, the ten largest are 100.0% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $170.8M is not its $25.61B in regulatory assets and does not represent any individual client's portfolio.
Fees
Strategic Value Partners is paid through a percentage of assets under management and performance-based fees.
Strategic Value Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Strategic Value Partners has 3 offices, with 1 listed address in 1 state.
Connecticut · 1 listed address
- 100 West Putnam Avenue, GreenwichHQ
Registration details
- Legal name
- Strategic Value Partners, LLC
- Headquarters
- 100 West Putnam Avenue, Greenwich, CT 06830
- Phone
- 203-618-3500
- Website
- Not reported
- SEC file
- 801-72080
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Strategic Value Partners have?
Strategic Value Partners has 62 clients and manages $25.6 billion for them, as of June 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 June 2026
What services does Strategic Value Partners offer?
Strategic Value Partners provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Strategic Value Partners have?
Strategic Value Partners has 0 investment adviser representatives registered with state securities authorities, out of 226 employees, and 111 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Strategic Value Partners?
Strategic Value Partners is owned through a chain of holding companies by Victor Khosla and Victor S. Khosla 2020 Descendants Trust. Its direct owner is Midwood, LP (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 8 June 2026
How does Strategic Value Partners get paid?
Strategic Value Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file