|
⚲
|
| Mittleman Value Partners LLC
✚
| |
|---|---|
| CRD # | 327006 |
| SEC # | 801-128266 |
| CIK # | |
| AUM | $26.0 MM (2023-11-08) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 212-535-0415 |
| Address | 422 East 72nd St New York, NY 10021 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 9 | 3.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1 | 22.1 |
| Total | 10 | 26.0 |
| By Discretionary | ||
| Discretionary | 10 | 26.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10 | 26.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 26.0 | |
| Total | 10 | 26.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Retirement Specialty Group Inc
✚
|
TN | 0.0 |
|
Dominari Securities LLC
✚
|
NY | 0.0 |
|
Goldstone Portfolios Incorporated
✚
|
NY | 0.0 |
|
Forthright Capital Advisory LLC
✚
|
NV | 0.0 |
|
Proxy International LLC
✚
|
NY | 0.0 |
|
Wise Capital Management Inc
✚
|
0.0 | |
|
Kronos Wealth Management LLC
✚
|
NY | 0.0 |
|
NGC Financial LLC
✚
|
NY | 0.0 |
|
Eagles Coast Wealth Management LLC
✚
|
SC | 0.0 |
|
Hoffman & Associates Financial & Estate Advisors Inc
✚
|
CA | 0.0 |