MILLER VALUE PARTNERS, LLC

RIASEC RegisteredEst. 1999

Total AUM

$418M

Discretionary

$403M

96% of AUM

Avg account

$19.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: SARASOTA, Florida
CRD number: 110632
Registered since: December 1, 1999
Website: millervalue.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies60.35%
HNWI32.47%
Other Investment Advisers4.93%
Pooled Investment Vehicles1.76%
Corporations / Businesses0.49%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Miller Value Partners, LLC is an SEC-registered investment adviser that has operated since 1999. The firm serves both individual and family clients as well as institutional investors, offering portfolio management across a range of account types including pooled vehicles and investment companies. It operates as a limited liability company with a business model that includes acting as a sponsor, general partner, and managing member of pooled investment vehicles, and it lists CPO/CTA activity among its business lines. Fees are charged as a percentage of assets under management and may include performance-based (incentive) fees. Miller Value Partners does not identify itself as an active ESG investor. Its advisory remit covers individuals and small businesses, investment companies, pooled vehicles, and institutional or corporate clients, indicating the firm supports both separately managed accounts and collective investment formats.