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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

MILLER VALUE PARTNERS, LLC

CRD 269945

BALTIMORE, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cb4813ee-8e92-8f29-9063-56d667373f4f

Data as of Mar 30, 2017 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Dec 16, 2015 to Mar 30, 2017
5 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $87.4MItem 5.F on the latest filing (2017-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $87.4M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 15
Advisory employees: 5
Accounts: 19
Private funds: 2Schedule D 7.B(1)
Private fund GAV: $56.1Mgross asset value as reported per fund; never fund size
SEC number: 801-107080
CRD: 269945
Filings on the tape: 5
First filed: Dec 16, 2015
Latest filed: Mar 30, 2017
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MCLEMORE, SAMANTHA, MARIE	PORTFOLIO MANAGER	Na	yes	06/2015	Dec 16, 2015	Mar 30, 2017
MILLER, WILLIAM, HERBERT	MANANGING MEMBER, CHIEF INVESTMENT OFFICER	E	yes	06/2015	Dec 16, 2015	Mar 30, 2017
MILLER, WILLIAM, HERBERT	MEMBER, PORTFOLIO MANAGER	Na	yes	06/2015	Dec 16, 2015	Mar 30, 2017
OCALLAGHAN, NEIL, PETER	PRESIDENT & CHIEF COMPLIANCE OFFICER	Na	yes	10/2015	Dec 16, 2015	Mar 30, 2017
STEWART, MAUREEN, L	CHIEF FINANCIAL OFFICER	Na	yes	03/2016	Mar 16, 2016	Mar 30, 2017

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LMM LLC	n/a	Mixed wealth	$418M	N	yes	n/a
MVP 1 GP, LLC	n/a	n/a	n/a	N	yes	n/a
SEISMIC VALUE PARTNERS 1 GP, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016	Mar 30, 2017	$87.4M	$87.4M	15	5	n/a	2	$56.1M
2015	Mar 16, 2016	$15.0M	$15.0M	13	5	n/a	1	$15.0M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2016	$87.4M	$15.0M	482.5%	n/a	n/a	15	13	n/a	n/a

Relationships

Affiliated with (1)

→ MILLER VALUE PARTNERS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (4)

← MILLER, WILLIAM, HERBERTOwnerMANANGING MEMBER, CHIEF INVESTMENT OFFICER, ownership code E, individual
Dec 16, 2015 to presentfactForm ADV
← OCALLAGHAN, NEIL, PETEROwnerPRESIDENT & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 16, 2015 to presentfactForm ADV
← MCLEMORE, SAMANTHA, MARIEOwnerPORTFOLIO MANAGER, ownership code NA, individual
Dec 16, 2015 to presentfactForm ADV
← STEWART, MAUREEN, LOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 16, 2016 to presentfactForm ADV

Registered with (1)

← DANIEL GERALD LYSIKAdvisorregistration: previous registration
Jun 23, 2016 to Aug 16, 2017factForm ADV

Dated events

Occurred
Mar 16, 2016
Succession filed (Item 4)
Miller Value Partners, Lp reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago
Occurred
Dec 16, 2015
First Form ADV filing
Miller Value Partners, Lp filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cb4813ee-8e92-8f29-9063-56d667373f4f
First observed: Dec 16, 2015
Last observed: Mar 30, 2017 115 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MILLER VALUE PARTNERS, LLC

CRD 269945

BALTIMORE, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cb4813ee-8e92-8f29-9063-56d667373f4f

Data as of Mar 30, 2017 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:29 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCLEMORE, SAMANTHA, MARIE

PORTFOLIO MANAGER

yes

06/2015

Dec 16, 2015

Mar 30, 2017

MILLER, WILLIAM, HERBERT

MANANGING MEMBER, CHIEF INVESTMENT OFFICER

yes

06/2015

Dec 16, 2015

Mar 30, 2017

MILLER, WILLIAM, HERBERT

MEMBER, PORTFOLIO MANAGER

yes

06/2015

Dec 16, 2015

Mar 30, 2017

OCALLAGHAN, NEIL, PETER

PRESIDENT & CHIEF COMPLIANCE OFFICER

yes

10/2015

Dec 16, 2015

Mar 30, 2017

STEWART, MAUREEN, L

CHIEF FINANCIAL OFFICER

yes

03/2016

Mar 16, 2016

Mar 30, 2017

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LMM LLC

n/a

Mixed wealth

$418M

yes

n/a

MVP 1 GP, LLC

n/a

yes

n/a

SEISMIC VALUE PARTNERS 1 GP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Mar 30, 2017

$87.4M

n/a

$56.1M

2015

Mar 16, 2016

$15.0M

n/a

$15.0M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

$87.4M

$15.0M

482.5%

n/a