Mittleman Value Partners LLC

RIASEC RegisteredEst. 2023
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
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Christopher Mittleman

    Christopher Mittleman

    Chief Investment OfficerCRD 2078183

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth