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Building 2MILLER VALUE PARTNERS, LLC

Map pinSARASOTA, FL
Phone410-454-3130
NotebookSEC #801-56989
Total AUM
$418.2M
Employees
5
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 S. LEMON AVE.
#302
SARASOTA
FL 34236
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
410-454-3130
Other Offices
2

ReceiptFinancials

Total AUM
$418.2M
Accounts
21
Discretionary
$403.3M
Accounts
20
Non-Discretionary
$14.8M
Accounts
1

ContactClients

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HNW Individual Clients
14
AUM
$135.8M
Investment Company Clients
3
AUM
$252.4M
Pooled Vehicle Clients
1
AUM
$7.4M
Investment Advisor Clients
2
AUM
$20.6M
Corporation or Business Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
SMA MODEL PROGRAM
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNENY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 17 other businesses.

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