CM
CM

Christopher Mittleman

18 Years of Experience
New York, NY
2 Disclosures

Christopher Mittleman is a registered investment advisor at Mittleman Value Partners LLC, based in New York, NY, with 18 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 20 clients with $31M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
20 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$31.4M

Fee Structure

Investment management only (planning not offered)

Mittleman Value Partners offers investment management services where fees are individually negotiated and can range from 0% to 2% annually based on the amount you invest. Clients meeting certain wealth requirements may also be charged a performance fee, ranging from 5% to 15% of net profits. The firm may, at its discretion, waive or reduce the management fee for any period of time, or agree to apply a different management fee for any client.

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Location

New York, NY

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History

Regulatory History (2)
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Employment Separation After Allegations
March 2023
Employment Separation After Allegations
January 2002
Employment History
Current Registrations
Mittleman Value Partners LLC
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Mittleman Brothers Investment Management
April 2006 - April 2023 · 17 yrs
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.