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Special Value Investment Management, LLC (Los Angeles)


Special Value Investment Management, LLC is a large advisory firm based in Los Angeles. It manages $1.52 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001.

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Special Value Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Special Value Investment Management: assets under management

The assets under management (AUM) of Special Value Investment Management, LLC is $1.52 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 140% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.52 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $380.88 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Special Value Investment Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Suzanne Stockfischtennenbaum Member 1 Jun 1996 50% - 75% 2896797
Michael Ernest Tennenbaum Member 1 Jun 1996 50% - 75% 444068

Based in Los Angeles

The principal office where Special Value Investment Management, LLC performs its advisory services is located at 11100 Santa Monica Boulevard, Los Angeles, CA 90025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-566-1000 or by fax 310-566-1010. The normal business hours are 7:30am to 7:00pm on Monday - Friday. You can find more information about the New York firm at www.tennenco.com.


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