VULCAN VALUE PARTNERS LLC

RIASEC RegisteredEst. 2009

Total AUM

$6.1B

Discretionary

$6.1B

100% of AUM

Avg account

$38M

Accounts

160

Employees

Advisory reps

Firm details

Headquarters: Birmingham, Alabama
CRD number: 151190
Registered since: November 5, 2009
Website: www.vulcanvaluepartners.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Charitable Organizations30.26%
Other Investment Advisers21.63%
Pooled Investment Vehicles15.6%
Pension & Profit Sharing Plans12.28%
HNWI8.25%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Vulcan Value Partners LLC is an SEC-registered investment adviser organized as an LLC and active since 2009. The firm serves both individuals and families as well as institutional clients and provides portfolio management across separately managed accounts, pooled vehicles and investment companies. It also operates in a CPO/CTA capacity. Its compensation mix includes a percentage-of-AUM fee, performance-based fees and other fee arrangements. The firm describes itself as an active ESG investor and appears to prioritize equity investments across its client base rather than functioning primarily as a capital allocator.