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 a privately held investment adviser organized as an LLC and registered with the SEC since 2009. The firm serves both individual/family and institutional clients and provides portfolio management across separate accounts, pooled vehicles and investment companies. Its business activities include operating in a CPO/CTA capacity, and it charges a mix of asset-based and performance-linked fees alongside other fee arrangements. Vulcan describes itself as an active ESG investor, which suggests environmental, social or governance considerations are integrated into its security selection or stewardship activities.