Brentview Investment Management, LLC
Firm details
- Headquarters
- Rosemont, Illinois
- CRD number
- 300409
- Registered since
- April 21, 2020
- Website
- www.brentviewim.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI41.14%
- Other40.99%
- Charitable Organizations6.64%
- Investment Companies6.09%
- Pension & Profit Sharing Plans4.57%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Brentview Investment Management, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2020. The firm provides discretionary portfolio management for individuals, small businesses and institutional clients on a fee basis (percentage of AUM). Its advisory activities focus on direct portfolio management rather than acting as a multi-manager or pension consultant. Brentview does not identify as an ESG-focused investor and is not classified as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
2 of 2Cynthia Aragon
Independent ContractorCRD 4316747
James Boothe
CIO & Portfolio ManagerCRD 1910816
Contacts
3 of 3
Hai Vu
Director of Research & Portfolio ManagerCRD 4340547
John Gomez
President & FounderCRD 2275694
Jeffrey Chapracki
Client Portfolio ManagerCRD 2923737
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$1.8M in ETFs
94%
$1.7M
6%
$115K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $275K | 3,000 | 15.09% |
Location
Rosemont, IL
Cook
Location
Rosemont, IL
Headquartered in Rosemont, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 6400 Shafer Ct
- Time zone
- CT (UTC-6)
- Office locations
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