PARKVIEW US LLC

RIASEC RegisteredEst. 2012

Total AUM

$312M

Discretionary

$210M

67% of AUM

Avg account

$16.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 160172
Registered since: February 14, 2012
Website: www.parkviewgroup.com
Custodians: HSBC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, DEUTSCHE BANK SECURITIES INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI65.77%
Charitable Organizations34.23%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Parkview US LLC is a privately held limited liability company that operates as a capital allocator and registered investment adviser since 2012. The firm serves individual and family clients and provides portfolio management for both personal and business/institutional accounts. Its advisory scope includes selecting third‑party managers and running educational seminars or workshops. Ownership is listed as a mix of foreign entity and individual, and the firm charges clients using a mix of percentage‑of‑AUM fees and fixed fees. Parkview does not identify as an active ESG investor and is not registered as a multi‑state adviser.