BRENTVIEW INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- NORTHFIELD, Illinois
- CRD number
- 300409
- Registered since
- April 21, 2020
- Website
- www.brentviewim.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI44.95%
- Other38.03%
- Charitable Organizations6.78%
- Pension & Profit Sharing Plans4.76%
- Corporations / Businesses4.25%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Brentview Investment Management, LLC is an SEC-registered advisory firm organized as an LLC and registered in 2020. It serves both individual and family clients as well as institutional and business clients, delivering discretionary portfolio management on a percentage-of-AUM fee basis. The firm’s advisory activities focus on managing portfolios for individuals and small businesses as well as for larger business or institutional accounts. Brentview is not identified as an active ESG investor.
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 2JAMES BOOTHE
CIO & Portfolio ManagerCRD 1910816
CYNTHIA ARAGON
Independent ContractorCRD 4316747
Contacts
3 of 3HAI 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 20Active vs passive
$1.9M in ETFs
94%
$1.8M
6%
$117K
| 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 | 14.11% |
Location
NORTHFIELD, IL
COOK
Location
NORTHFIELD, IL
Headquartered in NORTHFIELD, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 1 Northfield Plz
- Time zone
- CT (UTC-6)
- Office locations
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