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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 198 13.14%
of those in investment advisory functions 95 14.46%
Registration SEC, Approved, 1/14/2011
AUM* 21,033,939,631 19.45%
of that, discretionary 21,033,939,631 19.45%
Private Fund GAV* 21,033,939,631 19.45%
Avg Account Size 389,517,401 12.81%
SMA’s Yes
Private Funds 14
Contact Info 203 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
20B 17B 14B 11B 9B 6B 3B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count12 GAV$20,979,800,457
Fund TypePrivate Equity Fund Count2 GAV$54,139,174

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Brochure Summary

Overview

Strategic Value Partners, LLC (“SVP”), established in the state of Delaware in 2001, is a privately held firm specializing in alternative investments. SVP provides investment management services to pooled investment vehicles and funds of one (“Client Funds”). SVP may in the future advise separately managed accounts on a discretionary basis (collectively with the Client Funds, and each beneficial owner of a separately managed account, the “Clients”). SVP is headquartered in Greenwich, Connecticut. Mr. Victor Khosla is a founder and controls Midwood Holdings, LLC, which is the sole managing member of SVP. Victor Khosla also controls Midwood, LP, which is a member and the majority owner of SVP. SVP’s investment strategies are generally focused on investing assets globally (although primarily focused in the United States and Europe) in a broad range of stressed, distressed and undervalued financial and other assets, including, but not limited to distressed bank debt and bonds, other distressed loans (including mezzanine debt), par and non-par high yield securities, trade claims, liquid and illiquid distressed assets (including “hard” assets such as real estate and aviation), reorganization equities, derivative instruments (primarily credit related, including credit default swaps and total return swaps) and other instruments and assets. Clients may also provide capital to companies directly, including through mezzanine financings, debtor-in-possession loans and other instruments. SVP’s investment management activities are conducted in accordance with each respective Client Fund’s confidential private offering memorandum and/or
confidential explanatory memorandum and other governing documents, as applicable (the “Offering Documents”). If in the future SPV advises separately managed account clients, investment management services will be provided pursuant to the terms and conditions of the investment management agreement and/or other agreement entered into by and between the parties. SVP does not tailor its advisory services to the needs of any underlying investor in a pooled Client Fund. Since we do not provide individualized advice to such Client Funds’ investors, such investors are encouraged to consider whether the investment objectives of the Client Funds are in accordance with their individual objectives and risk tolerance prior to investing. Information about the Client Funds, including their investment objectives and strategies, are set forth in their respective Offering Documents. Clients and/or investors may impose restrictions and/or limitations on SVP’s management of such Clients. These restrictions and/or limitations are set forth in the applicable Client Fund’s Offering Documents, the investment management agreement between the Client and the firm or side letters or other similar agreements. Disclosure regarding services, fees, investor suitability standards and other specific terms applicable to a Client Fund are described in such Client Fund’s Offering Documents. The terms of individual managed accounts that SVP may advise in the future will be negotiated individually with the applicable Client. As of December 31, 2023, SVP managed $21,033,939,631 of Client assets, all of which are being managed on a discretionary basis.