MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD
Legal name: MESSNER & SMITH
CRD #110428 SEC #801-24076 SAN DIEGO, CA 619-239-9049
SEC Registered
Total AUM
$100.7M
Discretionary
$100.7M
Employees
6
Clients
--
Accounts
97
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- MARCH
- Registration Date
- --
- Latest Filing
- Jun 5, 2018
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DUKESHERER, KEVIN, J | I | RESEARCH ASSOCIATE | NA | |
| DUKESHERER, KEVIN, J | I | RESEARCH ASSOCIATE | NA | |
| DUKESHERER, KEVIN, J | I | DIRECTOR OF RESEARCH | NA | |
| DUKESHERER, KEVIN, J | I | DIRECTOR OF RESEARCH | NA | |
| DUKESHERER, KEVIN, J | I | DIRECTOR OF RESEARCH | NA | |
| DUKESHERER, KEVIN, J | I | DIRECTOR OF RESEARCH | NA | |
| DUKESHERER, KEVIN, J | I | RESEARCH ASSOCIATE | NA | |
| DUKESHERER, KEVIN, J | I | RESEARCH ASSOCIATE | NA | |
| DUKESHERER, KEVIN, J | I | DIRECTOR OF RESEARCH | NA | |
| DUKESHERER, KEVIN, J | I | DIRECTOR OF RESEARCH | NA | |
| DUKESHERER, KEVIN, J | I | RESEARCH ASSOCIATE | NA | |
| DUKESHERER, KEVIN, J | I | RESEARCH ASSOCIATE | NA | |
| DUKESHERER, KEVIN, J | I | DIRECTOR OF RESEARCH | NA | |
| DUKESHERER, KEVIN, J | I | DIRECTOR OF RESEARCH | NA | |
| DUKESHERER, KEVIN, J | I | DIRECTOR OF RESEARCH | NA | |
| DUKESHERER, KEVIN, J | I | DIRECTOR OF RESEARCH | NA | |
| DUKESHERER, KEVIN, J | I | DIRECTOR OF RESEARCH | NA | |
| DUKESHERER, KEVIN, J | I | DIRECTOR OF RESEARCH | NA | |
| DUKESHERER, KEVIN, J | I | DIRECTOR OF RESEARCH | NA | |
| DUKESHERER, KEVIN, J | I | DIRECTOR OF RESEARCH | NA | |
| DUKESHERER, KEVIN, J | I | DIRECTOR OF RESEARCH | NA | |
| DUKESHERER, KEVIN, J | I | DIRECTOR OF RESEARCH | NA | |
| DUKESHERER, KEVIN, J | I | DIRECTOR OF RESEARCH | NA | |
| DUKESHERER, KEVIN, J | I | DIRECTOR OF RESEARCH | NA | |
| DUKESHERER, KEVIN, J | I | DIRECTOR OF RESEARCH | NA | |
| DUKESHERER, KEVIN, J | I | DIRECTOR OF RESEARCH | NA | |
| DUKESHERER, KEVIN, J | I | DIRECTOR OF RESEARCH | NA | |
| DUKESHERER, KEVIN, J | I | DIRECTOR OF RESEARCH | NA | |
| HAMILTON, KEVIN, THOMAS | I | PRINCIPAL & PORTFOLIO MANAGER | NA | |
| NOEL, BRADLEY, PHILIPE | I | RESEARCH ASSOCIATE | NA | |
| NOEL, BRADLEY, PHILIPE | I | RESEARCH ASSOCIATE | NA | |
| NOEL, BRADLEY, PHILIPSE | I | RESEARCH ASSOCIATE | NA | |
| SPECTOR, MICHAEL, B | I | RESEARCH ASSOCIATE | NA | |
| SMITH, ELLIS, CHARLES | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, ELLIS, CHARLES | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| MESSNER, JOHN, DAVIS | I | PRINCIPAL | D | Control |
| MESSNER, JOHN, DAVIS | I | PRINCIPAL | D | Control |
| MESSNER, JOHN, DAVIS | I | PRINCIPAL | D | Control |
| MESSNER, JOHN, DAVIS | I | PRINCIPAL | D | Control |
| MESSNER, JOHN, DAVIS | I | PRINCIPAL | D | Control |
| MESSNER, JOHN, DAVIS | I | PRINCIPAL | D | Control |
| MESSNER, JOHN, DAVIS | I | PRINCIPAL | D | Control |
| MESSNER, JOHN, DAVIS | I | PRINCIPAL | D | Control |
| MESSNER, JOHN, DAVIS | I | PRINCIPAL | D | Control |
| MESSNER, JOHN, DAVIS | I | PRINCIPAL | D | Control |
| MESSNER, JOHN, DAVIS | I | PRINCIPAL | D | Control |
| MESSNER, JOHN, DAVIS | I | PRINCIPAL | D | Control |
| MESSNER, JOHN, DAVIS | I | PRINCIPAL | D | Control |
| MESSNER, JOHN, DAVIS | I | PRINCIPAL | D | Control |
| MESSNER, JOHN, DAVIS | I | PRINCIPAL | D | Control |
| MESSNER, JOHN, DAVIS | I | PRINCIPAL | D | Control |
| MESSNER, JOHN, DAVIS | I | PRINCIPAL | D | Control |
| MESSNER, JOHN, DAVIS | I | PRINCIPAL | D | Control |
| MESSNER, JOHN, DAVIS | I | PRINCIPAL | D | Control |
| MESSNER, JOHN, DAVIS | I | PRINCIPAL | D | Control |
| MESSNER, JOHN, DAVIS | I | PRINCIPAL | D | Control |
| MESSNER, JOHN, DAVIS | I | PRINCIPAL | D | Control |
| MESSNER, JOHN, DAVIS | I | PRINCIPAL | D | Control |
| SMITH, ELLIS, CHARLES | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, ELLIS, CHARLES | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, ELLIS, CHARLES | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, ELLIS, CHARLES | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, ELLIS, CHARLES | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, ELLIS, CHARLES | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, ELLIS, CHARLES | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, ELLIS, CHARLES | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, ELLIS, CHARLES | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, ELLIS, CHARLES | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, ELLIS, CHARLES | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, ELLIS, CHARLES | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, ELLIS, CHARLES | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, ELLIS, CHARLES | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, ELLIS, CHARLES | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, ELLIS, CHARLES | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, ELLIS, CHARLES | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, ELLIS, CHARLES | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, ELLIS, CHARLES | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, ELLIS, CHARLES | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, ELLIS, CHARLES | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, ELLIS, CHARLES | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, ELLIS, CHARLES | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, ELLIS, CHARLES | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| THE JOHN DAVIS MESSNER TRUST DTD 12/23/2007 | DE | PRINCIPAL | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Messner, David, Z | I | THE JOHN DAVIS MESSNER TRUST DTD 12/23/2007 | E | Control |
Registrations
Federal
IA
Jun 5, 2018 REGISTERED
Notice Filings (1)
CA
Address
530 B STREETSUITE 300
SAN DIEGO, CA 92101-4407
United States
Phone: 619-239-9049