SOUTHWEST VALUE PARTNERS ENTERPRISE LLC
Legal name: SOUTHWEST VALUE PARTNERS
CRD #161582 SEC #801-74277 SAN DIEGO, CA 858-480-2900
SEC Registered Private Funds
Total AUM
$66.4M
Discretionary
$66.4M
Employees
34
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2020 | $66.4M | $66.4M | $0 | 34 | 1 |
| May 2019 | $100.4M | $100.4M | $0 | 33 | 1 |
| Mar 2019 | $100.4M | $100.4M | $0 | 33 | 1 |
| Oct 2018 | $99M | $99M | $0 | 26 | 1 |
| Mar 2018 | $99M | $99M | $0 | 26 | 1 |
| Jan 2018 | $1.1B | $1.1B | $0 | 26 | 4 |
| Apr 2017 | $1.1B | $1.1B | $0 | 20 | 1 |
| Sep 2016 | $948.7M | $948.7M | $0 | 18 | 1 |
| Sep 2016 | $948.7M | $948.7M | $0 | 18 | 1 |
| Mar 2016 | $943.5M | $943.5M | $0 | 18 | 1 |
| Jan 2016 | $628.1M | $628.1M | $0 | 15 | 1 |
| Apr 2015 | $626.6M | $626.6M | $0 | 15 | 1 |
| Apr 2014 | $560.7M | $560.7M | $0 | 14 | 1 |
| Apr 2013 | $558.1M | $558.1M | $0 | 11 | 1 |
| Apr 2013 | $557.7M | $557.7M | $0 | 11 | 1 |
| Feb 2012 | $266.1M | $266.1M | $0 | -- | 1 |
DateMar 2020
Total AUM$66.4M
Discretionary$66.4M
Non-Disc.$0
Employees34
Clients1
DateMay 2019
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees33
Clients1
DateMar 2019
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees33
Clients1
DateOct 2018
Total AUM$99M
Discretionary$99M
Non-Disc.$0
Employees26
Clients1
DateMar 2018
Total AUM$99M
Discretionary$99M
Non-Disc.$0
Employees26
Clients1
DateJan 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees26
Clients4
DateApr 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees20
Clients1
DateSep 2016
Total AUM$948.7M
Discretionary$948.7M
Non-Disc.$0
Employees18
Clients1
DateSep 2016
Total AUM$948.7M
Discretionary$948.7M
Non-Disc.$0
Employees18
Clients1
DateMar 2016
Total AUM$943.5M
Discretionary$943.5M
Non-Disc.$0
Employees18
Clients1
DateJan 2016
Total AUM$628.1M
Discretionary$628.1M
Non-Disc.$0
Employees15
Clients1
DateApr 2015
Total AUM$626.6M
Discretionary$626.6M
Non-Disc.$0
Employees15
Clients1
DateApr 2014
Total AUM$560.7M
Discretionary$560.7M
Non-Disc.$0
Employees14
Clients1
DateApr 2013
Total AUM$558.1M
Discretionary$558.1M
Non-Disc.$0
Employees11
Clients1
DateApr 2013
Total AUM$557.7M
Discretionary$557.7M
Non-Disc.$0
Employees11
Clients1
DateFeb 2012
Total AUM$266.1M
Discretionary$266.1M
Non-Disc.$0
Employees--
Clients1