VULCAN VALUE PARTNERS LLC

Three Protective Center
2801 Highway 280 South, Ste 300
Birmingham, Alabama 35223
Tel: 205-803-1582

About VULCAN VALUE PARTNERS LLC

VULCAN VALUE PARTNERS LLC, formally registered with the SEC as VULCAN VALUE PARTNERS LLC. The firm was established in 11/05/2009. They have over 1 offices throughout the country.

VULCAN VALUE PARTNERS LLC is a Birmingham, Alabama based Financial Planning firm with nearly $7,878,130,018 assets under management, offering retirement planning & investment advisory services to 367 clients. The firm is staffed with 42 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151190
SEC#	801-70739
Assets Managed by Firm	$7,878,130,018
No. of Clients	367
No. of Advisors	42

Fee Structure

A percentage of AUM
Performance Based
Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	367	$7,878,130,018
High net worth individuals	253	$1,014,194,236
Pension and profit sharing plans	13	$988,415,175
Charitable organizations	69	$2,444,643,607
Other investment advisers	4	$1,031,622,032
Corporations or other businesses	11	$238,390,451

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HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
WAVERLY ADVISORS, LLC 600 University Park Place, Suite 501 Birmingham, AL, 35209	$14,539,829,905	22135	261
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
STONEGATE INVESTMENT GROUP, LLC 2005 Stonegate Trail, Suite # 101 Birmingham, AL, 35242	$5,670,936,072	2768	14

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