Arlington Value Capital, LLC (Salt Lake City)

Name: Arlington Value Capital, LLC
Address: 222 South Main Street, Salt Lake City, UT, 84101
Telephone: 801-505-6275

Arlington Value Capital, LLC is a large advisory firm based in Salt Lake City. It manages $1.26 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Idaho, Nevada, New York, Texas, and Utah.

Arlington Value Capital provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Arlington Value Capital: assets under management

The assets under management (AUM) of Arlington Value Capital, LLC is $1.26 billion. The firm's AUM has grown by 504% since the beginning of its operation, and $431.93 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.11 billion in discretionary accounts and $144.87 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $158.78 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $144.87 million.

Arlington Value Capital has custody of $1.08 billion in cash and securities for 7 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 98% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 2% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Arlington Value Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Arlington Value Capital serves?

The only and largest group of clients of Arlington Value Capital is pooled investment vehicles with 6 clients and $1.08 billion of assets under management. Among the 6 most similar advisory firms, Arlington Value Capital has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.08 billion for 6 clients. 35% of the firm’s clients are foreign persons or businesses.

Arlington Value Capital also advises several private funds. Namely, six hedge funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.

Careers at Arlington Value Capital, LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There are 6 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Craig Worthington Mecham	Trustee of craig worthington mecham family living trust dated 12/05/1997	1 Dec 1997	Other	5849314
Marianne Kelly Mecham	Trustee of craig worthington mecham family living trust dated 12/05/1997	1 Dec 1997	Other	5849325
Craig Worthington Mecham Family Living Trust Dated 12/05/1997	Direct owner	1 Dec 1997	Other	xxx-xx-xxxx
Inc. Blr Capital	Direct owner	1 Aug 2005	Other	20-3130113
Inc. Mecham Capital	Direct owner	1 Aug 2005	50% - 75%	20-3129966
Inc. Rwr Capital	Direct owner	1 Jun 2008	Other	26-2515960
Craig Worthington Mecham Family Living Trust Dated 12/05/1997	Direct owner	1 Apr 2010	Other	xxx-xx-xxxx
Benjamin J Raybould	Chief compliance officer	1 Mar 2013	Other	4238496
Benjamin Joseph Raybould	Chief compliance officer	1 Mar 2013	Other	4238496

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Benjamin J Raybould	Member	1 Aug 2005	25% - 50%	4238496
Allan Mecham	Member	1 Aug 2005	50% - 75%	4604509
Benjamin Joseph Raybould	Member	1 Aug 2005	25% - 50%	4238496
Allan Kelly Mecham	Member	1 Aug 2005	50% - 75%	4604509
Robert William Raybould	Member	1 Aug 2005	Other	4481171

Based in Salt Lake City

The principal office where Arlington Value Capital, LLC performs its advisory services is located at 222 South Main Street, Salt Lake City, UT 84101, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 801-505-6275. The normal business hours are 9:00 am-5:00 pm on Monday - Friday. You can find more information about the New York firm at arlingtonvaluemanagement.com/.