Mittleman Value Partners is a registered investment advisor based in New York, founded and operated solely by Christopher P. Mittleman. The firm provides discretionary investment management services focusing on domestic and foreign equity securities. Mittleman Value Partners employs a single, concentrated investment strategy, typically holding between 10 and 20 deeply undervalued securities globally with a focus on companies that generate substantial free cash flow. The firm generally does not tailor its strategy to individual client requests, though it may consider specific investment guidelines or restrictions for institutional investors on a case-by-case basis. In addition to standard asset-based management fees, Mittleman Value Partners may charge performance-based fees to clients who meet the legal definition of a qualified client.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are individually negotiated and range between 0% and 2% annually. Qualified clients may also be charged a performance fee ranging between 5% and 15% of net profits.