Vulcan Value Partners LLC is a large advisory firm based in Birmingham. It manages $13.23 billion of regulatory assets for 1,097 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Vulcan Value Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vulcan Value Partners LLC is $13.23 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 60134% since the beginning of its operation, and $2.23 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Vulcan Value Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Gregory Adam Mcclain is charitable organizations with 171 clients and $2.7 billion of assets under management. Among the 5 most similar advisory firms, Vulcan Value Partners has the highest percentage of charitable organizations out of all clients.
The amount of regulatory assets under management is $13.23 billion for 1,097 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 2% of the firm’s clients are foreign persons or businesses.
Vulcan Value Partners also advises several private funds.
The company employs 56 people that are either part- or full-time employees. 36 percent of the employees work as investment advisers or researchers. 12 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Gregory Adam Mcclain has been acting as President since 1 Dec 2009. Clement Fitzpatrick has served as the Chief Investment Officer since 1 Mar 2007 and Clement Tranum Fitzpatrick is the Chief Executive Officer of Vulcan Value Partners LLC family office. Ashley Anderson Morris joined the executive team most recently as the Interim Chief Compliance Officer.
The principal office where Vulcan Value Partners LLC performs its advisory services is located at Three Protective Center, Birmingham, AL 35223, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 205-803-1582 or by fax 205-721-9867. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at vulcanvaluepartners.com.