SOUTHWEST VALUE PARTNERS ENTERPRISE LLC

SOUTHWEST VALUE PARTNERS ENTERPRISE LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 161582). Regulatory assets under management: $66.4M.

Registration

CRD: 161582
SEC file number: 801-74277
Type: Registered investment adviser
Location: 12770 EL CAMINO REAL, SUITE 200, SAN DIEGO, CA, 92130-2008
Phone: 858-480-2900
Latest filing: 2020-03-30
Regulatory AUM: $66.4M
Discretionary AUM: $66.4M
Clients: 34
Accounts: 1

Officers, owners & control persons (11)

Name	Role	Location
MCCARTHY MICHAEL ROBERT	CHAIRMAN	—
BRADFORD DANA CUTHBERT	MANAGER	—
SARVER ROBERT GARY	TRUSTEE	—
SCHLOSSBERG MARK AARON	GENERAL PARTNER; MANAGER	—
FOTA SUSANNE	CHIEF COMPLIANCE OFFICER	—
MACK CARY P	MANAGER; MEMBER	—
SCHUELE JOHN	MANAGER	—
FOTA SUSAN	CHIEF COMPLIANCE OFFICER	—
FOTA SUSANNE DENISE	CHIEF COMPLIANCE OFFICER; CONTROLLER; DIRECTOR OF FINANCE AND ADMINISTRATION AND CHIEF COMPLIANCE OFFICER	—
BONACCI MARIA ELIZABETH	CHIEF COMPLIANCE OFFICER	—
Mariscal Mayra Karina	CHIEF COMPLIANCE OFFICER; SENIOR PROJECT MANAGER - LEGAL & CORPORATE AND CHIEF COMPLIANCE OFFICER	—

Private funds (1)

Fund	Type	Formed	Owners	Gross asset value	Min investment
SOUTHWEST VALUE PARTNERS FUND XIV, LP	Real Estate Fund	—	81	$66.4M	$500K

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