Vulcan Value Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Birmingham, AL. Its latest Form ADV filing, dated March 12, 2026, reports $6.1B in regulatory assets under management, 38 employees, and 160 accounts.
Assets Under Management
$6.1B
Employees
38
Offices
--
Total Clients
157
Primary office
BIRMINGHAM, AL
THREE PROTECTIVE CENTER, 2801 HIGHWAY 280 SOUTH, STE 300, BIRMINGHAM, AL, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.2% of total clients.
Top client categories% of clientsClients
1
HNWI
59.2%
93
2
Charitable
22.3%
35
3
Corporations
5.1%
8
4
Pooled Investment Vehicles
4.5%
7
5
Pension Plans
3.8%
6
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.1Bas of March 12, 2026
Discretionary100.0%
$6.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$6.1B
Total Accounts160
10Y AUM Change$-7.1B (-53.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees38
Clients per Employee4:1
10Y Employee Change-2 (-5.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.