9AT: MITTLEMAN VALUE PARTNERS LLC

MITTLEMAN VALUE PARTNERS LLC

MITTLEMAN VALUE PARTNERS LLC

Adviser Profile

As of Date	03/26/2026
Registration	SEC, Approved, 11/13/2023
Other registrations (1)	SEC, 120-Day Approval, 07/12/2023
Contact Info	212 xxxxxxx
Websites

AUM^*	33,409,249 20%
of that, discretionary	33,409,249 20%
Number of Employees	1
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	1,670,462 -16%
% High Net Worth	95.00% 2%
SMA’s	No
Private Funds	0

Adviser Type

- Mid-sized advisory firm

Client Types

- High net worth individuals
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

33M 29M 24M 19M 14M 10M 5M

2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

(A) Operational and Organizational Information: The Firm is a New York based firm and is registered with the SEC as an investment adviser. The Firm was formed on May 4, 2023. Christopher P. Mittleman is the Firm’s Chief Compliance Officer and Chief Investment Officer. Mr. Mittleman is also the sole owner and employee of the Firm. As stated on the cover page of this Brochure, registration as an investment adviser does not imply a level of skill or training. (B) Types of Advisory Services Offered: The Firm offers discretionary investment management and advisory services with a focus on domestic and foreign equity securities (“Services”) to separate account clients (“Clients”). The Firm does not provide investment management services on a non- discretionary basis. The terms of such Services are described in an investment management agreement (“IMA”) that is agreed upon between each Client and the Firm. The Firm offers a single investment strategy and in general does not tailor that strategy to the individual requests of clients.. Under limited circumstances, if acceptable investment guidelines are requested by an institutional investor, the Firm may approve client guidelines and restrictions on a case-by-case basis. Please review the Firm’s investment guidelines, specified below under “Client Investment Guidelines and Parameters.” (C) Client Investment

Guidelines and Parameters: The Firm offers a single investment strategy and does not tailor its advisory services to the individual needs of its Clients. Under limited circumstances, the Firm may approve Client guidelines and restrictions on a case-by-case basis. The Firm provides discretionary investment advisory services to all fee paying Clients’ accounts. In connection with managing the investments of its Clients, such account’s IMA provides investment guidelines and parameters that describe the context within which the Firm renders its advisory services. Separately Managed Accounts (“SMAs”) are managed in accordance with the terms, conditions, guidelines, and limitations contained in Investment Advisory Agreements or Investment Management Agreements (either, an “IMA”) between the Firm and the Client. Position weightings of investments in our Clients’ accounts will typically vary as we make independent allocation decisions with respect to each Client account. Under limited circumstances, if acceptable investment guidelines or investment restrictions are requested by an institutional investor, we have, and will consider such on a case-by-case basis (D) Wrap Fee Programs: The Firm does not offer wrap fee programs. (E) Client Assets Under Management: Discretionary: $ 27,863,258.21 as of 12/31/2023 Non-discretionary: $ 0 as of 12/31/2023