Relative Value Partners Overview

  • Founded
  • 2004


  • Status
  • Acquired/​Merged

  • Employees
  • 13


  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

Relative Value Partners General Information


Provider of investment advisory services intended to serve high-net-worth individuals, families and institutions. The company offers holistic wealth management services comprising of a full spectrum of services spanning multiple investment strategies, financial planning, estate planning and tax planning.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Parent Company
Primary Office
  • 1033 Skokie Boulevard
  • Suite 470
  • Northbrook, IL 60062
  • United States
+1 (847) 000-0000

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Relative Value Partners Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Relative Value Partners Executive Team (3)

Name Title Board Seat Contact Info
Robert Huffman III Co-Founder & Chief Executive Officer
Catherine Goel Chief Operating Officer, Chief Compliance Officer & Partner
Maury Fertig Co-Founder & Chief Investment Officer
To view Relative Value Partners’s complete executive team members history, request access »

Relative Value Partners Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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