| Entity Name: | MCCLAIN VALUE MANAGEMENT, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 29 Jun 2001 |
| Business ALEI: | 0685474 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 175 ELM STREET, NEW CANAAN, CT, 06840, United States |
| Mailing address: | 175 ELM STREET, NEW CANAAN, CT, United States, 06840 |
| ZIP code: | 06840 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | lvetare@mdcocpa.com |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1424196 | 175 ELM STREET, NEW CANAAN, CT, 06840 | 175 ELM STREET, NEW CANAAN, CT, 06840 | 203-966-3197 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2020-08-04 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-05-13
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2020-05-13 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-02-05
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2020-02-05 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-11-04
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2019-11-04 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-08-08
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2019-08-08 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-05-02
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2019-05-02 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-01-30
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2019-01-30 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-11-07
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2018-11-07 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-08-09
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2018-08-09 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-05-07
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2018-05-07 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-02-05
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2018-02-05 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-11-13
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2017-11-13 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2017-08-14
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2017-08-14 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-05-10
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2017-05-10 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-02-08
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2017-02-08 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-11-10
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2016-11-10 |
| Reporting date | 2016-09-30 |
| File | View File |
Filings since 2016-08-09
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2016-08-09 |
| Reporting date | 2016-06-30 |
| File | View File |
Filings since 2016-05-03
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2016-05-03 |
| Reporting date | 2016-03-31 |
| File | View File |
Filings since 2016-02-09
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2016-02-09 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2016-02-04
| Form type | SC 13G/A |
| Filing date | 2016-02-04 |
| File | View File |
Filings since 2015-11-12
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2015-11-12 |
| Reporting date | 2015-09-30 |
| File | View File |
Filings since 2015-08-10
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2015-08-10 |
| Reporting date | 2015-06-30 |
| File | View File |
Filings since 2015-05-12
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2015-05-12 |
| Reporting date | 2015-03-31 |
| File | View File |
Filings since 2015-02-10
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2015-02-10 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2015-02-10
| Form type | SC 13G/A |
| Filing date | 2015-02-10 |
| File | View File |
Filings since 2014-11-12
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2014-11-12 |
| Reporting date | 2014-09-30 |
| File | View File |
Filings since 2014-08-12
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2014-08-12 |
| Reporting date | 2014-06-30 |
| File | View File |
Filings since 2014-05-12
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2014-05-12 |
| Reporting date | 2014-03-31 |
| File | View File |
Filings since 2014-02-11
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2014-02-11 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2014-02-07
| Form type | SC 13G/A |
| Filing date | 2014-02-07 |
| File | View File |
Filings since 2014-02-07
| Form type | SC 13G/A |
| Filing date | 2014-02-07 |
| File | View File |
Filings since 2014-02-07
| Form type | SC 13G/A |
| Filing date | 2014-02-07 |
| File | View File |
Filings since 2013-11-12
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2013-11-12 |
| Reporting date | 2013-09-30 |
| File | View File |
Filings since 2013-08-14
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2013-08-14 |
| Reporting date | 2013-06-30 |
| File | View File |
Filings since 2013-05-13
| Form type | 13F-NT |
| File number | 028-12710 |
| Filing date | 2013-05-13 |
| Reporting date | 2013-03-31 |
| File | View File |
Filings since 2013-02-13
| Form type | 13F-NT |
| File number | 028-12710 |
| Filing date | 2013-02-13 |
| Reporting date | 2012-12-31 |
| File | View File |
Filings since 2013-02-12
| Form type | SC 13G/A |
| Filing date | 2013-02-12 |
| File | View File |
Filings since 2013-02-12
| Form type | SC 13G |
| Filing date | 2013-02-12 |
| File | View File |
Filings since 2013-02-12
| Form type | SC 13G |
| Filing date | 2013-02-12 |
| File | View File |
Filings since 2012-11-13
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2012-11-13 |
| Reporting date | 2012-09-30 |
| File | View File |
Filings since 2012-08-08
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2012-08-08 |
| Reporting date | 2012-06-30 |
| File | View File |
Filings since 2012-05-11
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2012-05-11 |
| Reporting date | 2012-03-31 |
| File | View File |
Filings since 2012-02-10
| Form type | SC 13G |
| Filing date | 2012-02-10 |
| File | View File |
Filings since 2012-02-09
| Form type | 13F-HR/A |
| File number | 028-12710 |
| Filing date | 2012-02-09 |
| Reporting date | 2011-12-31 |
| File | View File |
Filings since 2012-02-08
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2012-02-08 |
| Reporting date | 2011-12-31 |
| File | View File |
Filings since 2011-11-10
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2011-11-10 |
| Reporting date | 2011-09-30 |
| File | View File |
Filings since 2011-08-09
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2011-08-09 |
| Reporting date | 2011-06-30 |
| File | View File |
Filings since 2011-05-10
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2011-05-10 |
| Reporting date | 2011-03-31 |
| File | View File |
Filings since 2011-02-09
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2011-02-09 |
| Reporting date | 2010-12-31 |
| File | View File |
Filings since 2010-11-12
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2010-11-12 |
| Reporting date | 2010-09-30 |
| File | View File |
Filings since 2010-08-11
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2010-08-11 |
| Reporting date | 2010-06-30 |
| File | View File |
Filings since 2010-05-10
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2010-05-10 |
| Reporting date | 2010-03-31 |
| File | View File |
Filings since 2010-02-11
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2010-02-11 |
| Reporting date | 2009-12-31 |
| File | View File |
Filings since 2009-11-12
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2009-11-12 |
| Reporting date | 2009-09-30 |
| File | View File |
Filings since 2009-08-12
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2009-08-12 |
| Reporting date | 2009-06-30 |
| File | View File |
Filings since 2009-05-11
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2009-05-11 |
| Reporting date | 2009-03-31 |
| File | View File |
Filings since 2009-02-11
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2009-02-11 |
| Reporting date | 2008-12-31 |
| File | View File |
Filings since 2008-11-12
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2008-11-12 |
| Reporting date | 2008-09-30 |
| File | View File |
Filings since 2008-08-12
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2008-08-12 |
| Reporting date | 2008-06-30 |
| File | View File |
Filings since 2008-05-12
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2008-05-12 |
| Reporting date | 2008-03-31 |
| File | View File |
Filings since 2008-02-08
| Form type | 13F-HR |
| File number | 028-12710 |
| Filing date | 2008-02-08 |
| Reporting date | 2007-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MCCLAIN VALUE MANAGEMENT 401(K) RETIREMENT PLAN | 2021 | 061624891 | 2022-10-14 | MCCLAIN VALUE MANAGEMENT, LLC | 3 | |||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2022-10-14 |
| Name of individual signing | PHILLIP C. MCCLAIN, TRUSTEE |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2022-10-14 |
| Name of individual signing | PHILLIP C. MCCLAIN, PRINCIPAL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2005-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2039663197 |
| Plan sponsor’s address | 175 ELM STREET, NEW CANAAN, CT, 06840 |
Signature of
| Role | Plan administrator |
| Date | 2021-09-25 |
| Name of individual signing | PHILLIP C. MCCLAIN, TRUSTEE |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2021-09-25 |
| Name of individual signing | PHILLIP C. MCCLAIN, PRINCIPAL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2005-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2039663197 |
| Plan sponsor’s address | 175 ELM STREET, NEW CANAAN, CT, 06840 |
Signature of
| Role | Plan administrator |
| Date | 2020-05-08 |
| Name of individual signing | PHILLIP C. MCCLAIN, TRUSTEE |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2020-05-08 |
| Name of individual signing | PHILLIP C. MCCLAIN, PRINCIPAL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2005-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2039663197 |
| Plan sponsor’s address | 175 ELM STREET, NEW CANAAN, CT, 06840 |
Signature of
| Role | Plan administrator |
| Date | 2019-10-01 |
| Name of individual signing | PHILLIP C. MCCLAIN, TRUSTEE |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2019-10-01 |
| Name of individual signing | PHILLIP C. MCCLAIN, PRINCIPAL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2005-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2039663197 |
| Plan sponsor’s address | 175 ELM STREET, NEW CANAAN, CT, 06840 |
Signature of
| Role | Plan administrator |
| Date | 2018-10-12 |
| Name of individual signing | PHILLIP C. MCCLAIN, TRUSTEE |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2018-10-12 |
| Name of individual signing | PHILLIP C. MCCLAIN, PRINCIPAL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2005-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2039663197 |
| Plan sponsor’s address | 175 ELM STREET, NEW CANAAN, CT, 06840 |
Signature of
| Role | Plan administrator |
| Date | 2017-10-14 |
| Name of individual signing | PHILLIP C. MCCLAIN, TRUSTEE |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2017-10-14 |
| Name of individual signing | PHILLIP C. MCCLAIN, PRINCIPAL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2005-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2039663197 |
| Plan sponsor’s address | 175 ELM STREET, NEW CANAAN, CT, 06840 |
Signature of
| Role | Plan administrator |
| Date | 2016-07-01 |
| Name of individual signing | PHILLIP C. MCCLAIN, TRUSTEE |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2016-07-01 |
| Name of individual signing | PHILLIP C. MCCLAIN, PRINCIPAL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2005-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2039663197 |
| Plan sponsor’s address | 175 ELM STREET, NEW CANAAN, CT, 06840 |
Signature of
| Role | Plan administrator |
| Date | 2015-07-30 |
| Name of individual signing | PHILLIP C. MCCLAIN, TRUSTEE |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2015-07-30 |
| Name of individual signing | PHILLIP C. MCCLAIN, PRINCIPAL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2005-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2039663197 |
| Plan sponsor’s address | 175 ELM STREET, NEW CANAAN, CT, 06840 |
Signature of
| Role | Plan administrator |
| Date | 2015-06-25 |
| Name of individual signing | PHILLIP C. MCCLAIN, TRUSTEE |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2015-06-25 |
| Name of individual signing | PHILLIP C. MCCLAIN, PRINCIPAL |
| Valid signature | Filed with authorized/valid electronic signature |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2005-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2039663197 |
| Plan sponsor’s address | 175 ELM STREET, NEW CANAAN, CT, 06840 |
Signature of
| Role | Plan administrator |
| Date | 2014-07-23 |
| Name of individual signing | PHILLIP C. MCCLAIN, TRUSTEE |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2014-07-23 |
| Name of individual signing | PHILLIP C. MCCLAIN, PRINCIPAL |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| Phillip McClain | Agent | 175 ELM STREET, NEW CANAAN, CT, 06840, United States | 175 ELM STREET, NEW CANAAN, CT, 06840, United States | +1 203-219-5707 | pmcclain@mcclainvalue.com | 30 Bald Hill Rd, New Canaan, CT, 06840-2401, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| PHILLIP MCCLAIN | Officer | 175 ELM STREET, MCCLAIN VALUE MANAGEMENT, LLC, NEW CANAAN, CT, 06840, United States | 30 BALD HILL RD, NEW CANAAN, CT, 06840, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012149100 | 2024-01-23 | No data | Annual Report | Annual Report | No data |
| BF-0011402126 | 2023-02-06 | No data | Annual Report | Annual Report | No data |
| BF-0010369662 | 2022-05-06 | No data | Annual Report | Annual Report | 2022 |
| 0007155855 | 2021-02-15 | No data | Annual Report | Annual Report | 2017 |
| 0007155871 | 2021-02-15 | No data | Annual Report | Annual Report | 2018 |
| 0007155888 | 2021-02-15 | No data | Annual Report | Annual Report | 2020 |
| 0007155894 | 2021-02-15 | No data | Annual Report | Annual Report | 2021 |
| 0007155881 | 2021-02-15 | No data | Annual Report | Annual Report | 2019 |
| 0005830094 | 2017-05-01 | No data | Annual Report | Annual Report | 2015 |
| 0005830111 | 2017-05-01 | No data | Annual Report | Annual Report | 2016 |
Date of last update: 06 Jan 2025
Sources: Connecticut's Official State Website
