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CITYVIEW MANAGEMENT SERVICES, LLC
CRD 158370File 801-72632
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.15B
Above cohort median (national)
Discretionary AUM
$1.15B
Clients
6
6 accounts
Employees
30
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 29, 2011
- Principal office
- 1901 AVENUE OF THE STARS, SUITE 1950, LOS ANGELES, CA, 90067
- Phone
- 310-566-8700
- Website
- HTTP://WWW.CITYVIEW.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.15B
- Discretionary AUM
- $1.15B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6
- Non-discretionary accounts
- 0
- Total accounts
- 6
- AUM per client
- $191.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 6 | $1.15B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ADVISER & AFFILIATES ENTITLED TO A PROFIT INTEREST FROM CLIENTS
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 43 | 30 | decreased by13 |
| Apr 1, 2026 | Clients | 5 | 6 | increased by1 |
| Apr 1, 2026 | AUM | $1,102,170,046 | $1,147,984,568 | increased by$45,814,522 |
| Apr 1, 2026 | Accounts | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 45 | 43 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 8 | 5 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,297,718,772 | $1,102,170,046 | decreased by$195,548,726 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 8 | 5 | decreased by3 |
| Apr 1, 2022 | Employees | 40 | 45 | increased by5 |
| Apr 1, 2022 | AUM | $1,337,307,160 | $1,297,718,772 | decreased by$39,588,388 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CITYVIEW MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CITYVIEW MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.