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

Clients

Accounts

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 30, 2020
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BONACCI, MARIA, ELIZABETH	I	CHIEF COMPLIANCE OFFICER	NA	Control
BONACCI, MARIA, ELIZABETH	I	CHIEF COMPLIANCE OFFICER	NA	Control
FOTA, SUSAN	I	CHIEF COMPLIANCE OFFICER	NA
FOTA, SUSANNE	I	CHIEF COMPLIANCE OFFICER	NA
FOTA, SUSANNE	I	CHIEF COMPLIANCE OFFICER	NA
FOTA, SUSANNE	I	CHIEF COMPLIANCE OFFICER	NA
FOTA, SUSANNE	I	CHIEF COMPLIANCE OFFICER	NA
FOTA, SUSANNE	I	CHIEF COMPLIANCE OFFICER	NA
FOTA, SUSANNE	I	CHIEF COMPLIANCE OFFICER	NA
FOTA, SUSANNE, DENISE	I	CHIEF COMPLIANCE OFFICER	NA
FOTA, SUSANNE, DENISE	I	CHIEF COMPLIANCE OFFICER	NA
FOTA, SUSANNE, DENISE	I	CHIEF COMPLIANCE OFFICER	NA
FOTA, SUSANNE, DENISE	I	CONTROLLER	NA
FOTA, SUSANNE, DENISE	I	CONTROLLER	NA
FOTA, SUSANNE, DENISE	I	DIRECTOR OF FINANCE AND ADMINISTRATION AND CHIEF COMPLIANCE OFFICER	NA
FOTA, SUSANNE, DENISE	I	DIRECTOR OF FINANCE AND ADMINISTRATION AND CHIEF COMPLIANCE OFFICER	NA
Mariscal, Mayra, Karina	I	SENIOR PROJECT MANAGER - LEGAL & CORPORATE AND CHIEF COMPLIANCE OFFICER	NA	Control
Mariscal, Mayra, Karina	I	CHIEF COMPLIANCE OFFICER	NA	Control
SCHLOSSBERG, MARK, AARON	I	MANAGER	NA	Control
SCHLOSSBERG, MARK, AARON	I	MANAGER	NA	Control
SCHLOSSBERG, MARK, AARON	I	MANAGER	NA	Control
SCHLOSSBERG, MARK, AARON	I	MANAGER	NA	Control
SCHLOSSBERG, MARK, AARON	I	MANAGER	NA	Control
SCHLOSSBERG, MARK, AARON	I	MANAGER	NA	Control
SCHLOSSBERG, MARK, AARON	I	MANAGER	NA	Control
SCHLOSSBERG, MARK, AARON	I	MANAGER	NA	Control
SCHLOSSBERG, MARK, AARON	I	MANAGER	NA	Control
SCHLOSSBERG, MARK, AARON	I	MANAGER	NA	Control
SCHLOSSBERG, MARK, AARON	I	MANAGER	NA	Control
SCHLOSSBERG, MARK, AARON	I	MANAGER	NA	Control
CISP LLC	DE	MEMBER	C	Control
CISP LLC	DE	MEMBER	C	Control
CISP LLC	DE	MEMBER	C	Control
CISP LLC	DE	MEMBER	C	Control
CISP LLC	DE	MEMBER	C	Control
CISP LLC	DE	MEMBER	C	Control
CISP LLC	DE	MEMBER	C	Control
CISP LLC	DE	MEMBER	C	Control
CISP LLC	DE	MEMBER	C	Control
CISP LLC	DE	MEMBER	C	Control
CISP LLC	DE	MEMBER	C	Control
CISP LLC	DE	MEMBER	C	Control
CISP LLC	DE	MEMBER	C	Control
CISP LLC	DE	MEMBER	C	Control
CISP LLC	DE	MEMBER	C	Control
MACK, CARY, P	I	MEMBER	C	Control
MAS LIMITED PARTNERS II, LP	DE	MEMBER	C	Control
MAS LIMITED PARTNERS II, LP	DE	MEMBER	C	Control
MAS LIMITED PARTNERS II, LP	DE	MEMBER	C	Control
MAS LIMITED PARTNERS II, LP	DE	MEMBER	C	Control
MAS LIMITED PARTNERS II, LP	DE	MEMBER	C	Control
MAS LIMITED PARTNERS II, LP	DE	MEMBER	C	Control
MAS LIMITED PARTNERS II, LP	DE	MEMBER	C	Control
MAS LIMITED PARTNERS II, LP	DE	MEMBER	C	Control
MAS LIMITED PARTNERS II, LP	DE	MEMBER	C	Control
MAS LIMITED PARTNERS II, LP	DE	MEMBER	C	Control
MAS LIMITED PARTNERS II, LP	DE	MEMBER	C	Control
MAS LIMITED PARTNERS II, LP	DE	MEMBER	C	Control
MAS LIMITED PARTNERS, LP	DE	MEMBER	C	Control
MAS LIMITED PARTNERS, LP	DE	MEMBER	C	Control
MAS LIMITED PARTNERS, LP	DE	MEMBER	C	Control
MAS LIMITED PARTNERS, LP	DE	MEMBER	C	Control
MAS LIMITED PARTNERS, LP	DE	MEMBER	C	Control
MAS LIMITED PARTNERS, LP	DE	MEMBER	C	Control
MAS LIMITED PARTNERS, LP	DE	MEMBER	C	Control
MAS LIMITED PARTNERS, LP	DE	MEMBER	C	Control
MAS LIMITED PARTNERS, LP	DE	MEMBER	C	Control
RESULT V LLC	DE	MEMBER	C	Control
RESULT V LLC	DE	MEMBER	C	Control
RESULT V LLC	DE	MEMBER	C	Control
RESULT V LLC	DE	MEMBER	C	Control
RESULT V LLC	DE	MEMBER	C	Control
RESULT V LLC	DE	MEMBER	C	Control
RESULT V LLC	DE	MEMBER	C	Control
RESULT V LLC	DE	MEMBER	C	Control
RESULT V LLC	DE	MEMBER	C	Control
RESULT V LLC	DE	MEMBER	C	Control
RESULT V LLC	DE	MEMBER	C	Control
RESULT V LLC	DE	MEMBER	C	Control
RESULT V LLC	DE	MEMBER	C	Control
RESULT V LLC	DE	MEMBER	C	Control
RESULT V LLC	DE	MEMBER	C	Control
SCHLOSSBERG, MARK, AARON	I	MANAGER	C	Control
SCHLOSSBERG, MARK, AARON	I	MANAGER	C	Control
SCHLOSSBERG, MARK, AARON	I	MANAGER	C	Control
SCHLOSSBERG, MARK, AARON	I	MANAGER	C	Control
MCCARTHY CAPITAL REAL ESTATE, LLC	DE	MEMBER	B
MCCARTHY CAPITAL REAL ESTATE, LLC	DE	MEMBER	B
MCCARTHY CAPITAL REAL ESTATE, LLC	DE	MEMBER	B
ROBERT SARVER TRUST DATED 9/29/97	DE	MEMBER	B
ROBERT SARVER TRUST DATED 9/29/97	DE	MEMBER	B
ROBERT SARVER TRUST DATED 9/29/97	DE	MEMBER	B
ROBERT SARVER TRUST DATED 9/29/97	DE	MEMBER	B
ROBERT SARVER TRUST DATED 9/29/97	DE	MEMBER	B
ROBERT SARVER TRUST DATED 9/29/97	DE	MEMBER	B
ROBERT SARVER TRUST DATED 9/29/97	DE	MEMBER	B
ROBERT SARVER TRUST DATED 9/29/97	DE	MEMBER	B
ROBERT SARVER TRUST DATED 9/29/97	DE	MEMBER	B
ROBERT SARVER TRUST DATED 9/29/97	DE	MEMBER	B
ROBERT SARVER TRUST DATED 9/29/97	DE	MEMBER	B
ROBERT SARVER TRUST DATED 9/29/97	DE	MEMBER	B
ROBERT SARVER TRUST DATED 9/29/97	DE	MEMBER	B
ROBERT SARVER TRUST DATED 9/29/97	DE	MEMBER	B
ROBERT SARVER TRUST DATED 9/29/97	DE	MEMBER	B
ROBERT SARVER TRUST DATED 9/29/97	DE	MEMBER	B
WAITT SVP XV, LLC	DE	MEMBER	B
WAITT SVP XV, LLC	DE	MEMBER	B
WAITT SVP XV, LLC	DE	MEMBER	B
WAITT SVP XV, LLC	DE	MEMBER	B
WAITT SVP XV, LLC	DE	MEMBER	B
WAITT SVP XV, LLC	DE	MEMBER	B
WAITT SVP XV, LLC	DE	MEMBER	B
WAITT SVP XV, LLC	DE	MEMBER	B
WAITT SVP XV, LLC	DE	MEMBER	B
WAITT SVP XV, LLC	DE	MEMBER	B
WAITT SVP XV, LLC	DE	MEMBER	B
WAITT SVP XV, LLC	DE	MEMBER	B
WAITT SVP XV, LLC	DE	MEMBER	B
WAITT SWVPE, LLC	DE	MEMBER	B
WAITT SWVPE, LLC	DE	MEMBER	B
WAITT SWVPE, LLC	DE	MEMBER	B
WAITT SWVPE, LLC	DE	MEMBER	B
WAITT SWVPE, LLC	DE	MEMBER	B
WAITT SWVPE, LLC	DE	MEMBER	B
WAITT SWVPE, LLC	DE	MEMBER	B
WAITT SWVPE, LLC	DE	MEMBER	B
WAITT SWVPE, LLC	DE	MEMBER	B
WAITT SWVPE, LLC	DE	MEMBER	B
WAITT SWVPE, LLC	DE	MEMBER	B
WAITT SWVPE, LLC	DE	MEMBER	B
WAITT SWVPE, LLC	DE	MEMBER	B
WAITT SWVPE, LLC	DE	MEMBER	B
WAITT SWVPE, LLC	DE	MEMBER	B

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
SARVER, ROBERT, GARY	I	ROBERT SARVER TRUST DATED 9/29/97	F	Control
SARVER, ROBERT, GARY	I	ROBERT SARVER TRUST DATED 9/29/97	F	Control
SARVER, ROBERT, GARY	I	ROBERT SARVER TRUST DATED 9/29/97	F	Control
SARVER, ROBERT, GARY	I	ROBERT SARVER TRUST DATED 9/29/97	F	Control
SARVER, ROBERT, GARY	I	ROBERT SARVER TRUST DATED 9/29/97	F	Control
SARVER, ROBERT, GARY	I	ROBERT SARVER TRUST DATED 9/29/97	F	Control
SARVER, ROBERT, GARY	I	ROBERT SARVER TRUST DATED 9/29/97	F	Control
SARVER, ROBERT, GARY	I	ROBERT SARVER TRUST DATED 9/29/97	F	Control
SARVER, ROBERT, GARY	I	ROBERT SARVER TRUST DATED 9/29/97	F	Control
SARVER, ROBERT, GARY	I	ROBERT SARVER TRUST DATED 9/29/97	F	Control
SARVER, ROBERT, GARY	I	ROBERT SARVER TRUST DATED 9/29/97	F	Control
SARVER, ROBERT, GARY	I	ROBERT SARVER TRUST DATED 9/29/97	F	Control
SARVER, ROBERT, GARY	I	ROBERT SARVER TRUST DATED 9/29/97	F	Control
SARVER, ROBERT, GARY	I	ROBERT SARVER TRUST DATED 9/29/97	F	Control
SARVER, ROBERT, GARY	I	ROBERT SARVER TRUST DATED 9/29/97	F	Control
SCHLOSSBERG, MARK, AARON	I	MAS LIMITED PARTNERS, LP	F	Control
SCHLOSSBERG, MARK, AARON	I	MAS LIMITED PARTNERS II, LP	F	Control
SCHLOSSBERG, MARK, AARON	I	MAS LIMITED PARTNERS, LP	F	Control
SCHLOSSBERG, MARK, AARON	I	MAS LIMITED PARTNERS, LP	F	Control
SCHLOSSBERG, MARK, AARON	I	MAS LIMITED PARTNERS, LP	F	Control
SCHLOSSBERG, MARK, AARON	I	MAS LIMITED PARTNERS, LP	F	Control
SCHLOSSBERG, MARK, AARON	I	MAS LIMITED PARTNERS II, LP	F	Control
SCHLOSSBERG, MARK, AARON	I	MAS LIMITED PARTNERS, LP	F	Control
SCHLOSSBERG, MARK, AARON	I	MAS LIMITED PARTNERS II, LP	F	Control
SCHLOSSBERG, MARK, AARON	I	MAS LIMITED PARTNERS, LP	F	Control
SCHLOSSBERG, MARK, AARON	I	MAS LIMITED PARTNERS II, LP	F	Control
SCHLOSSBERG, MARK, AARON	I	MAS LIMITED PARTNERS, LP	F	Control
SCHLOSSBERG, MARK, AARON	I	MAS LIMITED PARTNERS II, LP	F	Control
SCHLOSSBERG, MARK, AARON	I	MAS LIMITED PARTNERS, LP	F	Control
SCHLOSSBERG, MARK, AARON	I	MAS LIMITED PARTNERS II, LP	F	Control
SCHLOSSBERG, MARK, AARON	I	MAS LIMITED PARTNERS II, LP	F	Control
SCHLOSSBERG, MARK, AARON	I	MAS LIMITED PARTNERS II, LP	F	Control
SCHLOSSBERG, MARK, AARON	I	MAS LIMITED PARTNERS II, LP	F	Control
SCHLOSSBERG, MARK, AARON	I	MAS LIMITED PARTNERS II, LP	F	Control
SCHLOSSBERG, MARK, AARON	I	MAS LIMITED PARTNERS II, LP	F	Control
SCHLOSSBERG, MARK, AARON	I	MAS LIMITED PARTNERS II, LP	F	Control
MACK, CARY, P	I	RESULT V LLC	E	Control
MACK, CARY, P	I	CISP LLC	E	Control
MACK, CARY, P	I	RESULT V LLC	E	Control
MACK, CARY, P	I	CISP LLC	E	Control
MACK, CARY, P	I	RESULT V LLC	E	Control
MACK, CARY, P	I	CISP LLC	E	Control
MACK, CARY, P	I	RESULT V LLC	E	Control
MACK, CARY, P	I	RESULT V LLC	E	Control
MACK, CARY, P	I	CISP LLC	E	Control
MACK, CARY, P	I	RESULT V LLC	E	Control
MACK, CARY, P	I	CISP LLC	E	Control
MACK, CARY, P	I	RESULT V LLC	E	Control
MACK, CARY, P	I	CISP LLC	E	Control
MACK, CARY, P	I	RESULT V LLC	E	Control
MACK, CARY, P	I	CISP LLC	E	Control
MACK, CARY, P	I	RESULT V LLC	E	Control
MACK, CARY, P	I	CISP LLC	E	Control
MACK, CARY, P	I	RESULT V LLC	E	Control
MACK, CARY, P	I	CISP LLC	E	Control
MACK, CARY, P	I	RESULT V LLC	E	Control
MACK, CARY, P	I	CISP LLC	E	Control
MACK, CARY, P	I	RESULT V LLC	E	Control
MACK, CARY, P	I	CISP LLC	E	Control
MACK, CARY, P	I	RESULT V LLC	E	Control
MACK, CARY, P	I	CISP LLC	E	Control
MACK, CARY, P	I	RESULT V LLC	E	Control
MACK, CARY, P	I	CISP LLC	E	Control
MACK, CARY, P	I	RESULT V LLC	E	Control
MACK, CARY, P	I	CISP LLC	E	Control
MACK, CARY, P	I	CISP LLC	E	Control
BRADFORD FAMILY HOLDINGS, LLC	DE	WAITT SVP XV, LLC	D	Control
BRADFORD FAMILY HOLDINGS, LLC	DE	WAITT SWVPE, LLC	D	Control
BRADFORD FAMILY HOLDINGS, LLC	DE	MCCARTHY CAPITAL REAL ESTATE, LLC	D	Control
BRADFORD FAMILY HOLDINGS, LLC	DE	WAITT SWVPE, LLC	D	Control
BRADFORD FAMILY HOLDINGS, LLC	DE	MCCARTHY CAPITAL REAL ESTATE, LLC	D	Control
BRADFORD FAMILY HOLDINGS, LLC	DE	WAITT SWVPE, LLC	D	Control
BRADFORD FAMILY HOLDINGS, LLC	DE	WAITT SVP XV, LLC	D	Control
BRADFORD FAMILY HOLDINGS, LLC	DE	WAITT SWVPE, LLC	D	Control
BRADFORD FAMILY HOLDINGS, LLC	DE	WAITT SVP XV, LLC	D	Control
BRADFORD FAMILY HOLDINGS, LLC	DE	WAITT SWVPE, LLC	D	Control
BRADFORD FAMILY HOLDINGS, LLC	DE	WAITT SVP XV, LLC	D	Control
BRADFORD FAMILY HOLDINGS, LLC	DE	WAITT SWVPE, LLC	D	Control
BRADFORD FAMILY HOLDINGS, LLC	DE	WAITT SVP XV, LLC	D	Control
BRADFORD FAMILY HOLDINGS, LLC	DE	WAITT SWVPE, LLC	D	Control
BRADFORD FAMILY HOLDINGS, LLC	DE	WAITT SVP XV, LLC	D	Control
BRADFORD FAMILY HOLDINGS, LLC	DE	WAITT SWVPE, LLC	D	Control
BRADFORD FAMILY HOLDINGS, LLC	DE	WAITT SVP XV, LLC	D	Control
BRADFORD FAMILY HOLDINGS, LLC	DE	WAITT SVP XV, LLC	D	Control
BRADFORD FAMILY HOLDINGS, LLC	DE	WAITT SVP XV, LLC	D	Control
BRADFORD FAMILY HOLDINGS, LLC	DE	WAITT SVP XV, LLC	D	Control
BRADFORD FAMILY HOLDINGS, LLC	DE	WAITT SVP XV, LLC	D	Control
BRADFORD FAMILY HOLDINGS, LLC	DE	WAITT SVP XV, LLC	D	Control
BRADFORD FAMILY HOLDINGS, LLC	DE	WAITT SVP XV, LLC	D	Control
BRADFORD, DANA, CUTHBERT	I	BRADFORD FAMILY HOLDINGS, LLC	D	Control
BRADFORD, DANA, CUTHBERT	I	BRADFORD FAMILY HOLDINGS, LLC	D	Control
BRADFORD, DANA, CUTHBERT	I	BRADFORD FAMILY HOLDINGS, LLC	D	Control
BRADFORD, DANA, CUTHBERT	I	BRADFORD FAMILY HOLDINGS, LLC	D	Control
BRADFORD, DANA, CUTHBERT	I	BRADFORD FAMILY HOLDINGS, LLC	D	Control
BRADFORD, DANA, CUTHBERT	I	BRADFORD FAMILY HOLDINGS, LLC	D	Control
BRADFORD, DANA, CUTHBERT	I	BRADFORD FAMILY HOLDINGS, LLC	D	Control
BRADFORD, DANA, CUTHBERT	I	BRADFORD FAMILY HOLDINGS, LLC	D	Control
BRADFORD, DANA, CUTHBERT	I	BRADFORD FAMILY HOLDINGS, LLC	D	Control
BRADFORD, DANA, CUTHBERT	I	WAITT SWVPE, LLC	D	Control
BRADFORD, DANA, CUTHBERT	I	BRADFORD FAMILY HOLDINGS, LLC	D	Control
BRADFORD, DANA, CUTHBERT	I	WAITT SWVPE, LLC	D	Control
BRADFORD, DANA, CUTHBERT	I	BRADFORD FAMILY HOLDINGS, LLC	D	Control
BRADFORD, DANA, CUTHBERT	I	WAITT SWVPE, LLC	D	Control
BRADFORD, DANA, CUTHBERT	I	BRADFORD FAMILY HOLDINGS, LLC	D	Control
BRADFORD, DANA, CUTHBERT	I	WAITT SWVPE, LLC	D	Control
BRADFORD, DANA, CUTHBERT	I	BRADFORD FAMILY HOLDINGS, LLC	D	Control
BRADFORD, DANA, CUTHBERT	I	WAITT SWVPE, LLC	D	Control
BRADFORD, DANA, CUTHBERT	I	BRADFORD FAMILY HOLDINGS, LLC	D	Control
BRADFORD, DANA, CUTHBERT	I	WAITT SWVPE, LLC	D	Control
BRADFORD, DANA, CUTHBERT	I	BRADFORD FAMILY HOLDINGS, LLC	D	Control
BRADFORD, DANA, CUTHBERT	I	WAITT SWVPE, LLC	D	Control
SCHUELE, JOHN	I	FRONT NINE MANAGEMENT, LLC	D	Control
SCHUELE, JOHN	I	WAITTCORP MANAGEMENT, LLC	D	Control
SCHUELE, JOHN	I	WAITTCORP MANAGEMENT, LLC	D	Control
SCHUELE, JOHN	I	WAITTCORP MANAGEMENT, LLC	D	Control
SCHUELE, JOHN	I	FRONT NINE MANAGEMENT, LLC	D	Control
BRADFORD FAMILY HOLDINGS, LLC	DE	WAITTCORP MANAGEMENT, LLC	C
BRADFORD FAMILY HOLDINGS, LLC	DE	WAITTCORP MANAGEMENT, LLC	C
BRADFORD FAMILY HOLDINGS, LLC	DE	WAITTCORP MANAGEMENT, LLC	C
MCCARTHY GROUP, LLC	DE	WAITT SVP XV, LLC	C	Control
MCCARTHY GROUP, LLC	DE	MCCARTHY CAPITAL REAL ESTATE, LLC	C	Control
MCCARTHY GROUP, LLC	DE	MCCARTHY CAPITAL REAL ESTATE, LLC	C	Control
MCCARTHY GROUP, LLC	DE	MCCARTHY CAPITAL REAL ESTATE, LLC	C	Control
MCCARTHY GROUP, LLC	DE	WAITT SVP XV, LLC	C	Control
MCCARTHY GROUP, LLC	DE	WAITT SVP XV, LLC	C	Control
MCCARTHY GROUP, LLC	DE	WAITT SVP XV, LLC	C	Control
MCCARTHY GROUP, LLC	DE	WAITT SVP XV, LLC	C	Control
MCCARTHY GROUP, LLC	DE	WAITT SVP XV, LLC	C	Control
MCCARTHY GROUP, LLC	DE	WAITT SVP XV, LLC	C	Control
MCCARTHY GROUP, LLC	DE	WAITT SVP XV, LLC	C	Control
MCCARTHY GROUP, LLC	DE	WAITT SVP XV, LLC	C	Control
MCCARTHY GROUP, LLC	DE	WAITT SVP XV, LLC	C	Control
MCCARTHY GROUP, LLC	DE	WAITT SVP XV, LLC	C	Control
MCCARTHY GROUP, LLC	DE	WAITT SVP XV, LLC	C	Control
MCCARTHY GROUP, LLC	DE	WAITT SVP XV, LLC	C	Control
MCCARTHY PARTNERS, LLC	DE	MCCARTHY CAPITAL REAL ESTATE, LLC	C	Control
MCCARTHY, MICHAEL, ROBERT	I	MCCARTHY PARTNERS, LLC	C	Control
WAITTCORP MANAGEMENT, LLC	DE	MCCARTHY CAPITAL REAL ESTATE, LLC	C
WAITTCORP MANAGEMENT, LLC	DE	WAITT SWVPE, LLC	C
WAITTCORP MANAGEMENT, LLC	DE	MCCARTHY CAPITAL REAL ESTATE, LLC	C
WAITTCORP MANAGEMENT, LLC	DE	WAITT SWVPE, LLC	C
WAITTCORP MANAGEMENT, LLC	DE	WAITT SVP XV, LLC	C
WAITTCORP MANAGEMENT, LLC	DE	WAITT SWVPE, LLC	C

Registrations

Federal

Mar 30, 2020 REGISTERED

Notice Filings (3)

CA DE TN

Address

12770 EL CAMINO REAL
SUITE 200
SAN DIEGO, CA 92130-2008
United States

Phone: 858-480-2900