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PARKVIEW LTD.
CRD 160171File 801-73069
APPROVED
Retail clients
Filing as of Feb 26, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.