Svim / Msm, LLC (Santa Monica)

Name: Svim / Msm, LLC
Address: 2951 28 Th Street, Santa Monica, CA, 90405
Telephone: 310-566-1000

Svim / Msm, LLC is a pension cosultant based in Santa Monica. It manages $3 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002.

Svim / Msm provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Svim / Msm: assets under management

The assets under management (AUM) of Svim / Msm, LLC is $3 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3 million each.

Svim / Msm has custody of $3 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Svim / Msm, LLC for their services and products based on 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.

Careers at Svim / Msm, LLC

Elizabeth Alice Greenwood joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Tennenbaum & Co.	Managing member	1 Jul 1999	50% - 75%	95-4587347
David Allan Sacherman	Member	1 Jul 1999	Other	2638906
Howard Marshall Levkowitz	Chief administrative officer	1 Jul 1999	Other	4404130
Mark Keith Holdsworth	Chief financial officer	1 Jul 1999	Other	2438603
Michael Ernest Tennenbaum	Chief executive officer	1 Jul 1999	Other	444068
Paul L Davis	Chief compliance officer	1 Sep 2004	Other	4547644
Paul Leslie Davis	Chief compliance officer	1 Sep 2004	Other	4547644
Elizabeth Alice Greenwood	Chief compliance officer	1 Sep 2008	Other	5052839

Indirect Owners

The SEC currently registers 2 indirect owners.

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

Based in Santa Monica

The principal office where Svim / Msm, LLC performs its advisory services is located at 2951 28 Th Street, Santa Monica, CA 90405, 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 310-899-4950. The normal business hours are 7:30am to 5:30pm on Monday - Friday. You can find more information about the New York firm at www.svimllc.com.