Cheviot Value Management is an investment advisor in Beverly Hills with $622.69 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Cheviot Value Management, Inc.
SEC CIK
IRS number
952914794
SEC advisor number
801-77652
FINRA CRD number
166291
AUM ?
$822.97 mm
(as of 13 Jun 24)
Accounts
1,095
(as of 13 Jun 24)
Employees
5
(4 investment advisory or research)
Address
Cheviot Value Management
9595 WILSHIRE BLVD.,
PH 1001
BEVERLY HILLS
CA 90212
9595 WILSHIRE BLVD.,
PH 1001
BEVERLY HILLS
CA 90212
Phone
310-451-8600
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 May 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22