Vulcan Value Partners LLC
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
FINTRXOverview
Vulcan Value Partners LLC is an SEC-registered investment adviser (registered in 2009) that runs actively managed equity portfolios for both individual/family and institutional clients. The firm operates as an LLC and provides portfolio management across separate accounts, pooled vehicles and investment companies. It also functions as a CPO/CTA and charges a mix of percentage-of-assets and performance-based fees (along with other fee arrangements). Vulcan flags itself as an active ESG investor and shows a clear preference for equities in its investment mix.
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 Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Richard Davis
Principal and Chief Financial OfficerCRD 2896133
Contacts
3 of 10
Clement Fitzpatrick
Founder & ChairmanCRD 2665628
Santiago Hechart
Client Service & DevelopmentCRD 6330915
Stephen Simmons
Principal & Portfolio ManagerCRD 3101969
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$1.7M in ETFs
100%
$1.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 VALUE ETF (IWD) | BlackRock | Passive | Large Value | $1.7M | 7,011 | 100.00% |
Location
Birmingham, AL
Jefferson
Location
Birmingham, AL
Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- Jefferson
- Address
- 2801 Highway 280 S
- Time zone
- CT (UTC-6)
- Office locations
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