Mittleman Value Partners LLC
RIASEC Registered
Total AUM
$33.4M
Discretionary
$33.4M
100% of AUM
Avg account
$1.7M
Accounts
20
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 327006
- Registered since
- November 13, 2023
- Website
- www.mittlemanvalue.com
- Custodians
- BNP PARIBAS SECURITIES CORP., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other85.22%
- HNWI14.78%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mittleman Value Partners LLC is a limited liability advisory firm that registered with the SEC in 2023. The firm serves primarily individual and family clients and offers portfolio management both for individuals/small businesses and for businesses or institutions. Its owner is an individual, and its compensation includes a percentage-of-assets-under-management fee alongside performance-based fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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