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BRENTVIEW INVESTMENT MANAGEMENT, LLC
CRD 300409File 801-118493
APPROVED
Retail clients
Custody
Filing as of Sep 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$265.7M
Below cohort median (national)
Discretionary AUM
$265.7M
Clients
225
315 accounts
Employees
6
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 21, 2020
- Principal office
- 6400 SHAFER CT, SUITE 360, ROSEMONT, IL, 60018
- Phone
- 312-283-4450
- Website
- http://www.brentviewim.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $265.7M
- Discretionary AUM
- $265.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 315
- Non-discretionary accounts
- 0
- Total accounts
- 315
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.2M |
| Insurance companies | Fewer than 5 | $320K |
| Investment companies | 5 | $16.2M |
| Charitable organizations | 9 | $17.6M |
| High net worth individuals | 211 | $109.3M |
| Pension and profit sharing plans | Fewer than 5 | $12.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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
- Yes
- 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 |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 239 | 183 | decreased by56 |
| Apr 1, 2026 | Employees | 7 | 6 | decreased by1 |
| Apr 1, 2026 | Clients | 171 | 239 | increased by68 |
| Apr 1, 2026 | AUM | $185,911,369 | $233,434,428 | increased by$47,523,059 |
| Apr 1, 2026 | Accounts | 178 | 256 | increased by78 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 7 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 168 | 171 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $249,785,886 | $185,911,369 | decreased by$63,874,517 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 171 | 178 | increased by7 |
| May 1, 2022 | Clients | 162 | 168 | increased by6 |
| May 1, 2022 | AUM | $263,313,011 | $249,785,886 | decreased by$13,527,125 |
| May 1, 2022 | Accounts | 268 | 171 | decreased by97 |
| Feb 1, 2022 | Employees | 5 | 6 | increased by1 |
| Feb 1, 2022 | Clients | 100 | 162 | increased by62 |
| Feb 1, 2022 | AUM | $175,574,672 | $263,313,011 | increased by$87,738,339 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRENTVIEW INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRENTVIEW INVESTMENT” 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.