# VULCAN VALUE PARTNERS LLC

VULCAN VALUE PARTNERS LLC of BIRMINGHAM, AL is an SEC-registered investment adviser.

## Registration

- CRD: 151190
- Type: SEC-registered investment adviser
- SEC file number: 801-70739
- Location: THREE PROTECTIVE CENTER, 2801 HIGHWAY 280 SOUTH, STE 300, BIRMINGHAM, AL, 35223
- Phone: 205-803-1582
- Latest filing: 2026-05-05
- Regulatory AUM: $6.1B
- Discretionary AUM: $6.1B
- Clients: 38
- Accounts: 160

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (25)

| Name | Role | Location |
| --- | --- | --- |
| Clement Tranum Fitzpatrick | CHIEF INVESTMENT OFFICER, MEMBER; FOUNDER, CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MEMBER; PRESIDENT | Birmingham, AL |
| Mcgavock Dickinson Dunbar | DIRECTOR OF RESEARCH/ MEMBER | — |
| Joshua Taylor Jones | CHIEF COMPLIANCE OFFICER | — |
| Richard Swaim Davis | CHIEF FINANCIAL OFFICER/MEMBER | — |
| Anne M Jones | CHIEF OPERATING OFFICER/MEMBER | — |
| Stephen Wilson Simmons | ANALYST/MEMBER; PRINCIPAL, MEMBER | — |
| Jeffrey Thomas Stdenis | CHIEF EXECUTIVE OFFICER, MEMBER | — |
| James Ashley Mann | CHIEF COMPLIANCE OFFICER | — |
| NAFF WILLIAM BLEVINS | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/ MEMBER; CHIEF COMPLIANCE OFFICER/PRINCIPAL | — |
| JONES RUSSELL TAYLOR | CHIEF COMPLIANCE OFFICER | — |
| JONES TODD M | CHIEF OPERATING OFFICER/MEMBER; HEAD OF OPERATIONS AND TRADING/MEMBER | — |
| SIMMONS STEPHEN WILSON | ANALYST/MEMBER | — |
| FITZPATRICK CLEMENT | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER, MANAGING MEMEBER | — |
| MCFADDEN FRANK HAMPTON | ANALYST; ANALYST/ MEMBER; ANALYST/PRINCIPAL (+3 more) | — |
| DONNELLAN ROBERT BRUCE | ANALYST/ MEMBER; ANALYST/PRINCIPAL; PRINCIPAL/ANALYST (+2 more) | — |
| SANFRATEL JOSEPH SCOTT | PRINCIPAL/CHIEF OPERATING OFFICER; PRINCIPAL/CHIEF OPERATING OFFICER/MANAGER | — |
| MCCLAIN GREGORY ADAM | PRESIDENT/ MEMBER; PRESIDENT/PRINCIPAL; PRINCIPAL (+3 more) | — |
| FITZPATRICK CLEMENT TRANUM | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER, MANAGING MEMBER; CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER, MANAGING MEMEBER; CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER, MEMBER (+3 more) | — |
| DAVIS RICHARD SWAIM | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER; CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER/ MEMBER (+2 more) | — |
| DUNBAR MCGAVOCK DICKINSON | ANALYST/ MEMBER; ANALYST/PRINCIPAL; DIRECTOR OF RESEARCH/ MEMBER (+1 more) | — |
| MORRIS ASHLEY ANDERSON | CHIEF COMPLIANCE OFFICER; INTERIM CHIEF COMPLIANCE OFFICER | — |
| MENDELSOHN ASHLEY MORRIS | CHIEF COMPLIANCE OFFICER | — |
| MANN JAMES ASHLEY | CHIEF COMPLIANCE OFFICER | — |
| STDENIS JEFFREY THOMAS | CHIEF EXECUTIVE OFFICER, MEMBER | — |
| Anne M. Jones | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER; CHIEF OPERATING OFFICER/MEMBER | — |


## Disclosures (6)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2018-01-08 | regulatory | IN NOVEMBER 2017, VULCAN VALUE PARTNERS NOTIFIED THE SFSA THAT ITS CLIENTS' HOLDINGS IN A PUBLICLY TRADED SWEDISH CORPORATION HAD DECREASED BELOW 5% OF THE CORPORATION'S SHARES. VULCAN SELF-REPORTED TO THE SFSA THAT THE NOTIFICATION WAS NOT PROVIDED WITHIN THE TIMEFRAME REQUIRED UNDER SFSA REGULATIO… | Final | $34K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151190/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151190/similar
- Related entities: https://search.stillhousedata.com/firm/151190/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151190

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
