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PARKVIEW LTD.
CRD 160171File 801-73069
APPROVED
Retail clients
Filing as of Feb 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$488.5M
Above cohort median (national)
Discretionary AUM
$279.5M
Non-discretionary $209.0M
Clients
62
62 accounts
Employees
9
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jan 26, 2012
- Principal office
- GUTENBERGSTRASSE 9, ZURICH, 8002
- Phone
- +41 44 283 40 80
- Website
- HTTP://WWW.PARKVIEWGROUP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $488.5M
- Discretionary AUM
- $279.5M
- Non-discretionary AUM
- $209.0M
- Discretionary accounts
- 29
- Non-discretionary accounts
- 33
- Total accounts
- 62
- AUM per client
- $7.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 7 | $37.1M |
| High net worth individuals | 55 | $451.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 8 | 9 | increased by1 |
| Mar 1, 2026 | Clients | 51 | 62 | increased by11 |
| Mar 1, 2026 | AUM | $412,317,945 | $488,483,244 | increased by$76,165,299 |
| Mar 1, 2026 | Accounts | 51 | 62 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 8 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 26 | 51 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $201,426,641 | $412,317,945 | increased by$210,891,304 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 29 | 51 | increased by22 |
| Apr 1, 2022 | Clients | 27 | 26 | decreased by1 |
| Apr 1, 2022 | AUM | $224,846,390 | $201,426,641 | decreased by$23,419,749 |
| Apr 1, 2022 | Accounts | 27 | 29 | increased by2 |
| 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 “PARKVIEW” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PARKVIEW” 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.