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Building 2CHEVIOT VALUE MANAGEMENT, LLC

Map pinBEVERLY HILLS, CA
Phone310-451-8600
NotebookSEC #801-77652
Total AUM
$1.2B
Employees
7
Clients
620

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
433 NORTH CAMDEN DRIVE
SUITE 800
BEVERLY HILLS
CA 90210
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
310-451-8600
Other Offices
4

ReceiptFinancials

Total AUM
$1.2B
Accounts
1,215
Discretionary
$1.2B
Accounts
1,215
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
291
AUM
$116.6M
HNW Individual Clients
287
AUM
$1B
Pension/Profit Sharing Plan Clients
32
AUM
$22.2M
Charitable Organization Clients
9
AUM
$18.1M
Corporation or Business Clients
1
AUM
$11.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
BUDGET COACHING SERVICES, INSURANCE CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLIDMANENHNMNYORTXVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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