Mittleman Value Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 327006
- Registered since
- November 13, 2023
- 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 small, equity-focused registered investment adviser that manages discretionary separate accounts for individual and family clients as well as small businesses and institutions. The firm is owner-operated and became SEC-registered in 2023. Its stated advisory activity centers on portfolio management rather than pension consulting or multi-state institutional work. Fee arrangements include both a percentage of assets under management and performance-based fees, which suggests the firm runs strategies with measurable benchmarks or incentive components rather than simple asset-management-only mandates. Investment positioning is tilted toward exchange-traded equities. The firm’s filings indicate a preference for equity SMAs and a concentrated approach to public markets rather than broad multi-asset liability-driven strategies. Mittleman Value Partners is not flagged as an active ESG investor in its disclosures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
1 of 1
Christopher Mittleman
Chief Investment OfficerCRD 2078183
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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