CHEVIOT VALUE MANAGEMENT, LLC
Firm details
- Headquarters
- Beverly Hills, California
- CRD number
- 166291
- Registered since
- February 15, 2013
- Website
- cheviot.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.64%
- Individuals9.96%
- Pension & Profit Sharing Plans1.9%
- Charitable Organizations1.55%
- Corporations / Businesses0.95%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cheviot Value Management, LLC is an independent registered investment adviser organized as an LLC and on the SEC register since 2013. The firm serves individual and family clients as well as institutional accounts, and it advertises a mix of fee arrangements (percentage of AUM, hourly, and fixed-fee engagements). Its core advisory activities are financial planning and discretionary portfolio management for individuals and small businesses. The firm does not position itself as an ESG investor, does not act as a pension consultant, and does not identify as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Public Funds/Mutual Funds27%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Contacts
3 of 9PAUL MATHESON
Investment ConsultantCRD 322750
MARTIN IRANI
Financial AdvisorCRD 1727352
Catherine Siphron
Financial AdvisorCRD 8126720
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 150Active vs passive
$415M in ETFs
59%
$244M
40%
$171M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $108M | 1,068,008 | 25.91% |
Location
Beverly Hills, CA
LOS ANGELES
Location
Beverly Hills, CA
Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 433 N Camden Dr
- Time zone
- PT (UTC-8)
- Office locations
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