CHEVIOT VALUE MANAGEMENT, LLC
CRD #110772 SEC #801-25136 SANTA MONICA, CA 310-451-8600
SEC Registered
Total AUM
$313.9M
Discretionary
$311.3M
Employees
1
Clients
11
Accounts
690
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 9, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HORVITZ, DAVID, AARON | I | MEMBER | NA | |
| MARKS, FREDERIC, GREGORY | I | PRESIDENT | NA | Control |
| MARKS, FREDERIC, GREGORY | I | MANAGER | NA | Control |
| MARKS, FREDERIC, GREGORY | I | PRESIDENT | NA | Control |
| MARKS, FREDERIC, GREGORY | I | MANAGER | NA | Control |
| MARKS, NANCY, J. | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MARKS, NANCY, J. | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| POLLOCK, DARREN, CLAY | I | MEMBER | NA | |
| MARKS, FREDERIC, GREGORY | I | PRESIDENT | D | Control |
| MARKS, FREDERIC, GREGORY | I | PRESIDENT | D | Control |
| MARKS, FREDERIC, GREGORY | I | PRESIDENT | D | Control |
| MARKS, FREDERIC, GREGORY | I | PRESIDENT | D | Control |
| MARKS, FREDERIC, GREGORY | I | PRESIDENT | D | Control |
| MARKS, FREDERIC, GREGORY | I | PRESIDENT | D | Control |
| MARKS, NANCY, J. | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MARKS, NANCY, J. | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MARKS, NANCY, J. | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MARKS, NANCY, J. | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MARKS, NANCY, J. | I | VICE PRESIDENT | D | Control |
| MARKS, NANCY, J. | I | VICE PRESIDENT | D | Control |
| CHEVIOT VALUE MANAGEMENT, INC. | DE | MEMBER | C | Control |
| CHEVIOT VALUE MANAGEMENT, INC. | DE | MEMBER | C | Control |
| FREDERIC G. MARKS TRUST | DE | MEMBER | C | Control |
| MARKS FAMILY TRUST | DE | MEMBER | C | Control |
| NANCY J. MARKS LIVING TRUST | DE | MEMBER | C | Control |
| HORVITZ, DAVID, AARON | I | MEMBER | B | |
| POLLOCK, DARREN, CLAY | I | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MARKS, FREDERIC, GREGORY | I | THE FREDERIC MARKS TRUST | F | Control |
| MARKS, NANCY, J. | I | THE NANCY MARKS TRUST | F | Control |
| FREDERIC G. MARKS TRUST | DE | CHEVIOT VALUE MANAGEMENT, INC. | D | Control |
| MARKS, FREDERIC, GREGORY | I | CHEVIOT VALUE MANAGEMENT, INC. | D | Control |
| MARKS, FREDERIC, GREGORY | I | MARKS FAMILY TRUST | D | Control |
| MARKS, NANCY, J. | I | CHEVIOT VALUE MANAGEMENT, INC. | D | Control |
| MARKS, NANCY, J. | I | MARKS FAMILY TRUST | D | Control |
| NANCY J. MARKS LIVING TRUST | DE | CHEVIOT VALUE MANAGEMENT, INC. | D | Control |
Registrations
Federal
IA
Mar 9, 2012 REGISTERED
Notice Filings (5)
AZ CA NH NY TX
Address
100 WILSHIRE BLVD.SUITE 2020
SANTA MONICA, CA 90401
United States
Phone: 310-451-8600