NEW YORK CITY, NYCRD 160172Latest ADV February 26, 2026
Parkview US LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York City, NY. Its latest Form ADV filing, dated February 26, 2026, reports $312M in regulatory assets under management, 5 employees, and 19 accounts.
Assets Under Management
$312M
Employees
5
Offices
--
Total Clients
18
Primary office
NEW YORK CITY, NY
477 MADISON AVENUE, FLOOR 6, NEW YORK CITY, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
18
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$312Mas of February 26, 2026
Discretionary67.1%
$210M
67% of total RAUM67.1%
Non-discretionary32.9%
$103M
33% of total RAUM32.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$312M
Total Accounts19
10Y AUM Change+$33M (+11.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee4:1
10Y Employee Change+3 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.