Asset manager · Birmingham, AL
Vulcan Value Partners LLC
SEC-registered investment adviser · CRD 151190 · SEC 801-70739
At a glance
Vulcan Value Partners LLC is an SEC-registered investment adviser based in Birmingham, Alabama, with $6.1 billion in regulatory assets under management as of its Form ADV filed September 15, 2026. Its largest client group by assets is charitable organizations, and it reports 93 individual clients. By Form ADV it is a asset manager, ranked 628th of 3,218 asset managers and 1,846th of 17,210 SEC-registered advisers by assets.
Main office 205-803-1582vulcanvaluepartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $6.1B
- Rank among asset managers
- #628 of 3,218
- Rank among all SEC RIAs
- #1,846 of 17,210
- Rank in Alabama
- #7 of 92
- Individual clients
- 93
- High-net-worth clients
- 93
- Accounts
- 160
- Discretionary
- 100% of AUM
- Employees
- 38
- Advisory staff
- 12
- Offices
- 1
Owners and executives on its Form ADV
- Clement T. FitzpatrickFounder, Chairman, Chief Executive Officer, Chief Investment Officer, Member
- Richard S. DavisChief Financial Officer, Chief Operating Officer /member
- Stephanie SuttlesChief Compliance Officer
- Stephen W. SimmonsPrincipal, Member
Custody and brokerage
Broker-dealer
Hybrid RIA
Vulcan Value Partners LLC is a hybrid RIA: 9 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Charitable organizations | 35 | $1.8B | 30% |
| Other investment advisers | 6 | $1.3B | 22% |
| Pooled investment vehicles | 7 | $949M | 16% |
| Pension and profit sharing plans | 6 | $747M | 12% |
| High-net-worth individuals | 93 | $502M | 8% |
| Investment companies | 2 | $445M | 7% |
| Corporations or other businesses | 8 | $188M | 3% |
| State or municipal government entities | – | $96M | 2% |
Private funds
Vulcan Value Partners LLC reports 4 private funds with $57M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Vulcan Value Partners LLC answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗vulcanvaluepartners.com ↗
AtlasMembers
The full record on Vulcan Value Partners LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 662 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Vulcan Value Partners LLC manage?
Vulcan Value Partners LLC reports $6.1 billion in regulatory assets under management across 160 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 15, 2026.
What kind of firm is Vulcan Value Partners LLC?
Vulcan Value Partners LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Vulcan Value Partners LLC’s clients?
By assets, its largest client types are charitable organizations ($1.8 billion, 35 clients); other investment advisers ($1.3 billion, 6 clients); pooled investment vehicles ($949 million, 7 clients).
Does Vulcan Value Partners LLC manage private funds?
Yes. It reports 4 private funds with $57 million in gross assets, including other private funds.
Does Vulcan Value Partners LLC have any disciplinary history?
Vulcan Value Partners LLC answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Vulcan Value Partners LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-15), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →