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Mittleman Value Partners
Mittleman Value Partners LLC is an SEC-registered investment adviser since 2023. It manages approximately $33 million in regulatory assets. The firm has 1...
Mittleman Value Partners
Mittleman Value Partners LLC is an SEC-registered investment adviser since 2023. It manages approximately $33 million in regulatory assets. The firm has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
2014
Location
Region
North America
Country
United States
City
Mamaroneck
Corporate office
Mamaroneck, NY, United States
Principals
Philip Mittleman
Principal & Portfolio Manager
Sector focus
Frequently asked questions
Who runs investment decisions at Mittleman Value Partners?
Philip Mittleman serves as the sole Principal and Portfolio Manager. He assumed full portfolio management responsibilities for the firm's value strategy in 2024 following his father Robert Mittleman's retirement from active management at the affiliated entity, Mittleman Brothers.
What is the relationship between Mittleman Value Partners and Mittleman Brothers?
Mittleman Value Partners is the investment advisory entity Philip Mittleman established in 2014, distinct from Mittleman Brothers, LLC — the broker-dealer and earlier advisory firm founded by his father. In 2024, Philip Mittleman consolidated oversight of the Small-Mid Cap Value strategy across both entities.
Does Mittleman Value Partners invest in private companies or funds?
No. The firm runs a concentrated long-only public equities strategy exclusively. It does not participate in private-market direct deals, venture capital, or fund commitments. The mandate is purely listed, mid-cap deep value.
How concentrated is the Mittleman Value portfolio?
The strategy typically holds fewer than 20 positions. The firm deliberately runs a compact portfolio to maintain high conviction in each holding and to avoid closet-indexing. Multi-year holding periods are standard.
What is the firm's known posture on co-investments alongside external GPs?
Because Mittleman Value Partners invests solely in publicly traded equities and does not operate a private-markets program, co-investments alongside external GPs are not part of the firm's investment activity.
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