Brentview Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Northfield, IL. Its latest Form ADV filing, dated March 20, 2026, reports $233M in regulatory assets under management, 6 employees, 1 office, and 256 accounts.
Assets Under Management
$233M
Employees
6
Offices
1 office
Total Clients
239
Primary office
NORTHFIELD, IL
ONE NORTHFIELD PLAZA, SUITE 522, NORTHFIELD, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 70.7% of total clients.
Top client categories% of clientsClients
1
HNWI
70.7%
169
2
Irrevocable Trusts/Estates
23.4%
56
3
Charitable
3.3%
8
4
Pension Plans
2.1%
5
5
Investment Cos.
0.4%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$233Mas of March 20, 2026
Discretionary100.0%
$233M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$233M
Total Accounts256
10Y AUM Change+$126M (+118.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee40:1
10Y Employee Change+2 (+50.0%)
* 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.