Data / Investment advisers / Florida / Miller Value Partners, LLC
Miller Value Partners, LLC, Sarasota, FL: $418 million AUM, SEC registered investment adviser
Miller Value Partners, LLC is an SEC registered investment adviser with its main office in Sarasota, Florida and reports $418 million in regulatory assets under management in its Form ADV filed September 15, 2026. Its clients include investment companies, high net worth individuals and other investment advisers. It is paid through a percentage of assets under management and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 110632
- SEC file number
- 801-56989
- SEC status
- Approved, effective December 1, 1999
- Main office
- 50 S. Lemon Ave. #302, Sarasota, FL 34236
- Phone
- (410) 454-3130
- Regulatory AUM
- $418,183,811 in the Form ADV filed September 15, 2026
- Discretionary AUM
- $403,341,718
- Non discretionary AUM
- $14,842,093
- Accounts
- 21
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 3 | $252.4 million |
| High net worth individuals | 14 | $135.8 million |
| Other investment advisers | 2 | $20.6 million |
| Pooled investment vehicles | 1 | $7.4 million |
| Corporations or other businesses | 1 | $2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $418.2 million | March 11, 2026 |
| December 1, 2025 | $362.1 million | July 15, 2025 |
Other advisers in Sarasota
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Tactive Advisors, LLC | Sarasota | $619 million | Not listed | adviserinfo.sec.gov |
| Compound Family Offices, LLC | Sarasota | $540.8 million | Not listed | adviserinfo.sec.gov |
| White Oaks Investment Management, Inc | Sarasota | $496.1 million | 17 | adviserinfo.sec.gov |
| Perigee Capital, LP | Sarasota | $425.7 million | 118 | adviserinfo.sec.gov |
| Forza Wealth Management | Sarasota | $422.4 million | Not listed | adviserinfo.sec.gov |
| Sara-Bay Financial Corp. | Sarasota | $396.8 million | Not listed | adviserinfo.sec.gov |
| Monorail Securities LLC | Sarasota | $388.7 million | Not listed | adviserinfo.sec.gov |
| HD Money, Inc. | Sarasota | $386.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Sarasota, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving investment companies
- Advisers serving high net worth individuals
- Miller Value Partners, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.