VULCAN VALUE PARTNERS LLC of BIRMINGHAM, AL is an SEC-registered investment adviser (CRD 151190). Regulatory assets under management: $6.1B.
Compensation: % of AUM, Performance, Other.
Clients served: High net worth, Pooled vehicles, Investment cos.
| 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 | — |
| 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 |