RIA Intel›Advisers›Florida›MILLER VALUE PARTNERS, LLC

MILLER VALUE PARTNERS, LLC

Institutional

N·SARASOTA, FL

Data as of Mar 11, 2026 · Source: SEC Form ADV

Total AUM

$418M

1-Year AUM Growth

+16.8%

3-Year CAGR

-58.4%

Employees

3

Assets Under Management

Total AUM$418M

Discretionary AUM$403M

Non-Discretionary AUM$15M

Discretionary %96.5%

Total Clients20

Team

Total Employees3

Investment Advisers5

Employee Growth (1Y)-76.9%

Filing History

Total Filings on Record52

First FilingApr 23, 2001

Latest FilingMar 11, 2026

🔒 Full AUM trend chart and 52 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MILLER VALUE PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.