MILLER VALUE PARTNERS, LLC

CRD 110632 · SEC 801-56989

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50 S. LEMON AVE., #302, SARASOTA, FL, 34236, United States

Phone

410-454-3130

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$418.2M

Discretionary AUM

$403.3M

Team

5 total employees; 3 advisory reps; 1 broker-dealer reps

Clients

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Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-11

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)SMA MODEL PROGRAM

Client types

Type	Clients	AUM
High net worth individuals	14	$135.8M
Investment companies	3	$252.4M
Pooled investment vehicles	1	$7.4M
Other investment advisers	2	$20.6M
Corporations/business entities	1	$2.0M

States served

MD, NE, NY, PA, CT, FL

All web addresses on file

HTTPS://WWW.FACEBOOK.COM/MILLERVALUEPARTNERS
HTTPS://WWW.LINKEDIN.COM/COMPANY/MILLERVALUE/
https://www.youtube.com/@MillerValuePartners
https://x.com/MILLERVALUE
HTTPS://WWW.MILLERVALUE.COM/
HTTPS://MILLERVALUEFUNDS.COM/

Official SEC filing: View on IAPD