SourcingSourcing

VULCAN VALUE PARTNERS LLC

C43
CRD 151190·SEC 801-70739·BIRMINGHAM, AL
AUM
$6.08B
$1B+
Est. Revenue
$60.8M
@ 1% on AUM
Est. EBITDA
$18.2M
@ 30% margin
Est. Deal Value
$146.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VULCAN VALUE PARTNERS LLC
CRD
151190
SEC file #
801-70739
EIN
474278248
DBA names
—

Economics

AUM
$6.08B
AUM band
$1B+
AUM trajectory
'20'26
$13.23B → $6.08B▼ -54%
Client mix
Individuals High Net Worth93
Charitable Organizations35
Corporations8
Pooled Investment Vehicles7
Pension Profit Sharing Plans6

Operations

Employees (total)
38
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'20'26
20 advisors → 12 advisors▼ -40%
Primary office
BIRMINGHAM AL
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
linkedin.com/company/vulcan-value-partners(social)

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FITZPATRICK, CLEMENT, TRANUM
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
FITZPATRICK, CLEMENT, TRANUM
DAVIS, RICHARD, SWAIM
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:vulcanvalue.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
12
Form 5500 Total Compensation
5,919,304
Form 5500 Compensation Trajectory 3y
20255,919,304
Form 5500 Plan Count Trajectory 3y
202512
Schedule C Total Compensation
5,919,304
Schedule C Service Provider Rows
12

SEC EDGAR

Edgar Cik
0001649950
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2015-08-05
Edgar Last Filing Date
2020-02-05
Edgar Form D Count
6
Edgar Form D Offerings
2020-02-052020-02-05 · 0001405086-20-000023
2019-02-062019-02-06 · 0001405086-19-000037

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
5
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Northern Trust11
E*trade4
Morgan Stanley3
State Street2
Bny Mellon2
Edgar Addresses
Mailing
C/O NORTHERN TRUST INVESTMENTS, INC.50 SOUTH LASALLE STREETCHICAGO, IL 60603
Business
C/O NORTHERN TRUST INVESTMENTS, INC.50 SOUTH LASALLE STREETCHICAGO, IL 60603
Edgar EIN
474278248
Edgar Recent Filings
D/A2020-02-05 · 0001405086-20-000023
D/A2019-02-06 · 0001405086-19-000037
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2665628
Trust Company Affiliate
No

People (11)

11
FITZPATRICK, CLEMENT, TRANUM
IAR · Direct Owner · 37.5%
2665628
SIMMONS, STEPHEN, WILSON
IAR · Direct Owner · 7.5%
3101969
DAVIS, RICHARD, SWAIM
Direct Owner · 7.5%
2896133
ANNE M. JONES
Executive Officer · 2.5%
5426827
Brad Headley
IAR
7511193
TAYLOR JAMES CLINE
IAR
6094280
Madeline Janelle Blahnik
IAR
7763131
James Thomas Kelley
IAR
6853854
JAMES ASHLEY MANN
IAR
2713401
CHRISTOPHER WHISTON PICKUL
IAR
5960657
SANTIAGO EZEQUIEL HECHART
IAR
6330915