# Mittleman Value Partners LLC

> Mittleman Value Partners LLC is an SEC-registered investment advisory firm, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 327006
- Filed as: MITTLEMAN VALUE PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327006
- AdvisorCensus page: https://advisorcensus.com/firm/mittleman-value-partners-llc-327006

## Quick answers

**How is Mittleman Value Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Mittleman Value Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Mittleman Value Partners LLC registered with the SEC or a state?**
Mittleman Value Partners LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327006.

**How much does Mittleman Value Partners LLC manage?**
Mittleman Value Partners LLC reports $33,409,249 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Mittleman Value Partners LLC's assets and staff changed since 2023?**
In the Form ADV data for Mittleman Value Partners LLC: Regulatory assets under management: $0 in the October 2023 data and $33,409,249 in the October 2026 data. Total employees: 1 in October 2023 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Mittleman Value Partners LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (19); other (1).

**Which custodians does Mittleman Value Partners LLC use?**
Mittleman Value Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNP Paribas Securities Corp. and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

**Does Mittleman Value Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327006

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- BNP Paribas Securities Corp.
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $33,409,249
- Discretionary: $33,409,249
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 19 | $4,939,418 |
| Other | 1 | $28,469,831 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mittlemanvalue.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 1 | July 13, 2023 |
| October 2024 | $27,863,258 | 1 | April 4, 2024 |
| October 2025 | $31,371,651 | 1 | March 31, 2025 |
| October 2026 | $33,409,249 | 1 | March 26, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $33,409,249 in the October 2026 data.
Total employees: 1 in October 2023 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mittleman Value Partners LLC (CRD 327006): Form ADV filing data as of October 2026.