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| Cheviot Value Management LLC
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| |
|---|---|
| CRD # | 166291 |
| SEC # | 801-77652 |
| CIK # | 0001427147 |
| AUM | $823.0 MM (2024-06-13) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 310-451-8600 |
| Address | 433 North Camden Drive Beverly Hills, CA 90210 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GOOGL | 1,475,138.5 | 37.5 | |
| AEM | 22,129.1 | 31.3 | |
| MSFT | 1,918,222.4 | 25.3 | |
| JNJ | 465,600.2 | 21.2 | |
| META | 434,852.0 | 21.1 | |
| V | 419,260.5 | 16.9 | |
| CEF | 15.6 | ||
| XOM | 385,508.3 | 14.3 | |
| MRK | 232,371.9 | 14.0 | |
| NEM | 49,968.3 | 14.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 357 | 256.4 |
| (b) Individuals (high net worth individuals) | 90 | 541.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 19 | 15.1 |
| (h) Charitable organizations | 0 | 7.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,095 | 823.0 |
| By Discretionary | ||
| Discretionary | 1,095 | 823.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,095 | 823.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 823.0 | |
| Total | 1,095 | 823.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001427147] |
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