Data / Investment advisers / Alabama / Vulcan Value Partners LLC
Vulcan Value Partners LLC, Birmingham, AL: $6.1 billion AUM, SEC registered investment adviser
Vulcan Value Partners LLC is an SEC registered investment adviser with its main office in Birmingham, Alabama and reports $6.1 billion in regulatory assets under management in its Form ADV filed September 15, 2026. Its clients include charitable organizations, other investment advisers and pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 4 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 151190
- SEC file number
- 801-70739
- SEC status
- Approved, effective November 5, 2009
- Main office
- Three Protective Center 2801 Highway 280 South, Ste 300, Birmingham, AL 35223
- Phone
- (205) 803-1582
- Regulatory AUM
- $6,083,234,967 in the Form ADV filed September 15, 2026
- Discretionary AUM
- $6,083,234,967
- Accounts
- 160
- Employees
- 38, of which 12 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 4: 4 other private funds
- Gross assets of private funds
- $57,176,810
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- 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 |
|---|---|---|
| Charitable organizations | 35 | $1.84 billion |
| Other investment advisers | 6 | $1.32 billion |
| Pooled investment vehicles | 7 | $949 million |
| Pension and profit sharing plans | 6 | $746.8 million |
| High net worth individuals | 93 | $501.8 million |
| Investment companies | 2 | $445.2 million |
| Corporations or other businesses | 8 | $188.4 million |
| State or municipal government entities | Fewer than 5 | $95.6 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 | $6.08 billion | March 12, 2026 |
| December 1, 2025 | $6.92 billion | July 28, 2025 |
Other advisers in Birmingham
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Waverly Advisors, LLC | Birmingham | $29.87 billion | 19 | adviserinfo.sec.gov |
| Highland Associates Inc | Birmingham | $20.99 billion | 4 | adviserinfo.sec.gov |
| Regions Investment Management, Inc. | Birmingham | $20.14 billion | Not listed | adviserinfo.sec.gov |
| Harbert Fund Advisors, LLC | Birmingham | $7.82 billion | 44 | adviserinfo.sec.gov |
| Resource Management Service, LLC | Birmingham | $5.92 billion | 5 | adviserinfo.sec.gov |
| Eversource Wealth Advisors, LLC | Birmingham | $5.10 billion | 1 | adviserinfo.sec.gov |
| Stonex Advisors Inc. | Birmingham | $5.09 billion | Not listed | adviserinfo.sec.gov |
| Johnson Sterling, Inc. | Birmingham | $3.90 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Birmingham, AL
- Investment advisers in Alabama
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving charitable organizations
- Advisers serving other investment advisers
- Advisers that manage private funds
- Vulcan 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.