Vulcan Value Partners LLC (Birmingham)

Name: Vulcan Value Partners LLC
Address: Three Protective Center, Birmingham, AL, 35223
Telephone: 205-803-1582

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.

Vulcan Value Partners: assets under management

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 firm manages $13.23 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.06 million each.

Investments

The firm invests in exchange traded securities the most. They account for 97% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 3% of the firm’s portfolio.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Gregory Adam Mcclain serves?

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.

Careers at Vulcan Value Partners LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Clement Tranum Fitzpatrick	Chief executive officer/chief investment officer, principal	1 Mar 2007	50% - 75%	2665628
Clement Fitzpatrick	Chief executive officer/chief investment officer	1 Mar 2007	75% - 100%	2665628
Frank Hampton Mcfadden	Principal/analyst	1 Sep 2009	Other	5725458
Robert Bruce Donnellan	Principal/analyst	1 Sep 2009	Other	5725460
Joseph Scott Sanfratel	Principal/chief operating officer	1 Sep 2009	Other	5725461
Gregory Adam Mcclain	Principal/president	1 Dec 2009	Other	4941529
Clement Tranum Fitzpatrick Trust Iii Family Trust Fbo Clement Tranum Fitzpatrick Iv Ttrs Kelley Fitzpatrick &Robin Smithwick	Shareholder	1 Dec 2012	Other	27-6384295
Clement Tranum Fitzpatrick Iii Family Trust Fbo Lewis Manderson Fitzpatrick Ttrs Kelly Fitzpatrick & Robin Smithwick	Shareholer	1 Dec 2012	Other	27-6384283
Richard Swaim Davis	Chief financial officer/chief operating officer	1 Dec 2013	Other	2896133
William Blevins Naff	Chief compliance officer	1 Jan 2014	Other	4307411
Mcgavock Dickinson Dunbar	Principal/analyst	1 Jan 2014	Other	4905828
Vulcan Management Inc	Elected manager	1 Jan 2014	Other	46-4404517
Anne M. Jones	Head of operations and trading/member	1 Jan 2017	Other	5426827
Stephen Wilson Simmons	Analyst/member	1 Jan 2017	Other	3101969
Ashley Anderson Morris	Interim chief compliance officer	1 Nov 2018	Other	2939840

Based in Birmingham

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.