Overview
Assets Under Management: $418 million
Headquarters: SARASOTA, FL
High-Net-Worth Clients: 14
Average Client Assets: $9.7 million
Frequently Asked Questions
MILLER VALUE PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110632), MILLER VALUE PARTNERS, LLC is subject to fiduciary duty under federal law.
MILLER VALUE PARTNERS, LLC is headquartered in SARASOTA, FL.
MILLER VALUE PARTNERS, LLC serves 14 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, MILLER VALUE PARTNERS, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
MILLER VALUE PARTNERS, LLC manages $418 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, MILLER VALUE PARTNERS, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.47%
Average Client Assets: $9.7 million
Total Client Accounts: 21
Discretionary Accounts: 20
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 110632
Filing ID: 2066130
Last Filing Date: 2026-03-11 20:30:10