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PARKVIEW US LLC
CRD 160172File 801-73116
APPROVED
Retail clients
Filing as of Jul 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$312.3M
Below cohort median (national)
Discretionary AUM
$209.7M
Non-discretionary $102.7M
Clients
18
19 accounts
Employees
5
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 14, 2012
- Principal office
- 1177 AVENUE OF THE AMERICAS, 5TH FLOOR, NEW YORK, NY, 10036
- Phone
- 1 646 213 4980
- Website
- HTTP://WWW.PARKVIEWGROUP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $312.3M
- Discretionary AUM
- $209.7M
- Non-discretionary AUM
- $102.7M
- Discretionary accounts
- 7
- Non-discretionary accounts
- 12
- Total accounts
- 19
- AUM per client
- $17.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $106.9M |
| High net worth individuals | 18 | $205.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- 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 | 4 | 5 | increased by1 |
| Mar 1, 2026 | Clients | 24 | 18 | decreased by6 |
| Mar 1, 2026 | AUM | $299,642,371 | $312,331,270 | increased by$12,688,899 |
| Mar 1, 2026 | Accounts | 24 | 19 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 15 | 24 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $283,981,538 | $299,642,371 | increased by$15,660,833 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 16 | 24 | increased by8 |
| Apr 1, 2022 | Clients | 9 | 15 | increased by6 |
| Apr 1, 2022 | AUM | $248,935,452 | $283,981,538 | increased by$35,046,086 |
| Apr 1, 2022 | Accounts | 9 | 16 | increased by7 |
| 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 US” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PARKVIEW US” 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.