Miller Value Partners, LLC

RIASEC Registered

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 institutional registered investment adviser organized as a limited liability company. The firm is registered with the SEC (registered in 1999) and serves both individual and family clients as well as institutional investors. Its advisory remit includes portfolio management for individuals/small businesses, investment companies, pooled investment vehicles and other businesses or institutions. Miller Value Partners operates as a sponsor/GP/managing member of pooled vehicles and lists CPO/CTA activity on its filings. Compensation includes both a percentage-of-AUM fee and performance-based fees.