firm profile
Vulcan Value Partners LLC
Overview
Vulcan Value Partners LLC is an SEC registered investment adviser based in Birmingham, AL, registered since 2009. It reports $6.1B in assets under management across 160 accounts, with 38 employees. It has 8 investment adviser representatives.
- Reported AUM
- $6.1B
- Discretionary
- 100%
- Accounts
- 160
- Average account
- $38M
- Employees
- 38
- Advisory reps
- 8
- Registered since
- 2009
- Jurisdictions
- 53
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Other Fees, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.
Executive officers 3 of 4
- Clement Tranum Fitzpatrick Founder, Chairman, Chief Executive Officer CRD 2665628
- Stephen Wilson Simmons Principal, Member CRD 3101969
- Anne M Jones Chief Compliance Officer, Chief Operating Officer, Member CRD 5426827
1 more executive officer, with direct contact details
Advisory reps 3 of 8
- Madeline Janelle Blahnik Registered Rep · Investment Adviser Rep CRD 7763131
- Taylor James Cline Investment Adviser Rep CRD 6094280
- Clement Tranum Fitzpatrick Investment Adviser Rep CRD 2665628
5 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 2801 Highway 280 S Ste 300
Birmingham, AL 35223 - County
- Jefferson
- Metro area
- Birmingham-Hoover, AL
- Region
- South
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: vulcanvaluepartners.com
Every state, with registration dates
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