Clement
Fitzpatrick

Vulcan Value Partners LLC

CRD#2665628
Investment Advisor
in Birmingham, AL

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About this Advisor

Clement Fitzpatrick is a chartered financial analyst operating in Birmingham, Alabama who has 13 years of relevant experience. Fitzpatrick is an advisor for Vulcan Value Partners LLC. They have worked at Vulcan Value Partners Llc for their total career. Fitzpatrick has a Series 65 license, designating them as an investment advisor representative, and can serve investors in Alabama. Vulcan Value Partners LLC is a financial advisory company operating out of Birmingham, AL. It administers $8 billion in assets between its 476 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 121 charities and foundations. Of its 476 accounts, 60% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Vulcan Value Partners LLC offers a diverse array of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fee schedules vary depending on the services offered. However, fee types billed by Vulcan Value Partners LLC likely consist of some blend of asset-based, performance-based and other fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Years Registered*

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees, Others

Office Location

Three Protective Center 2801 Highway 280 South, Ste 300
Birmingham, AL 35223

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Vulcan Value Partners LLC Brokerage Details

Total Assets Under Management

$8,102,484,548

AL Average: $1,620,585,161
Total Number of Employees

55

AL Average: 52
Total Number of Accounts

476

AL Average: 1,560
Average Account Size

$17,022,026

AL Average: $1,038,837

Investment Advisory Services

  • 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

Clement Fitzpatrick Work History

Clement has been registered as a financial advisor for 13 years.*

2007 - Present (17 years)

Vulcan Value Partners, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Clement Fitzpatrick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vulcan Value Partners LLC

Stephen Simmons
Birmingham, AL
Brad Headley
Birmingham, AL
James Mann
Birmingham, AL
Taylor Cline
Birmingham, AL
Kelly Meadows
Birmingham, AL
Jeffrey Stdenis
Birmingham, AL
James Loftin
Birmingham, AL
Mcgavock Dunbar
Birmingham, AL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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