Vulcan Value Partners LLC

RIASEC Registered

Total AUM

$6.1B

Discretionary

$6.1B

100% of AUM

Avg account

$38M

Accounts

160

Employees

38

Advisory reps

10

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 institutional registered investment adviser organized as an LLC that manages capital for both individual/family clients and institutional accounts. The firm is SEC-registered (initial registration in 2009) and combines traditional percentage-of-AUM fees with performance-based and other fee arrangements. Its advisory scope includes portfolio management for individuals and small businesses, management of investment companies and pooled vehicles, and portfolio services for institutional clients. The firm also engages in CPO/CTA activities and identifies as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities99%
Cash & Cash Equivalents1%

Owners & executives

2 of 2

Richard Davis
Principal and Chief Financial OfficerCRD 2896133
Stephanie Suttles
Principal And Chief Compliance OfficerCRD 8334316

Contacts

3 of 8

Stephen Simmons
Principal & Portfolio ManagerCRD 3101969
Clement Fitzpatrick
Founder & ChairmanCRD 2665628
James Kelley
Director of Client Service & DevelopmentCRD 6853854

Unlock 5 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$1.7M in ETFs

Passive

100%

$1.7M

Active

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%

Primary office

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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