Brentview Investment Management LLC

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Brentview Investment Management LLC
CRD #300409
SEC #801-118493
CIK #0002052564
AUM $185.9 M (2025-03-31)
Employees 7 (71% Investors, 0% Brokers)
Phone312-283-4450
AddressOne Northfield Plaza
Northfield, IL 60093
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
3002401801206002011201620212026
CIK Period
0002052564
Sector Form 13F Holdings Value ($M)
Microsoft Corp 16.5
CME Group Inc 11.4
Apple Inc 8.8
Ingersoll-Rand PLC 7.6
J P Morgan Chase & Co 7.2
Philip Morris International Inc 6.7
Oracle Corp 6.4
Broadcom Inc 6.3
Linde PLC 5.8
Chevron Corp 5.8
Morgan Stanley 5.4
VISA Inc 5.4
Costco Wholesale Corp /NEW 5.0
Metropcs Communications Inc 5.0
Waste Management Inc 5.0
Constellation Energy Corp 4.8
Lam Research Corp 4.7
Lowes Companies Inc 4.6
FPL Group Inc 4.5
TJX Companies Inc /DE/ 4.4
Lilly Eli & Co 4.2
CRH Public Ltd Co 4.1
McKesson Corp 4.0
Parker Hannifin Corp 4.0
Corebridge Financial Inc 4.0
CBOE Holdings Inc 3.9
BlackRock Inc 3.9
Marsh & McLennan Companies Inc 3.9
Union Pacific Corp 3.6
Accenture PLC 3.6
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 106 76.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 2.2
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 10.1
(h) Charitable organizations 8 13.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 10.6
(n) Other 56 73.0
Total 178 185.9
By Discretionary
Discretionary 178 185.9
Non-Discretionary 0 0.0
Total 178 185.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 185.9
Total 178 185.9
EDGAR Form CIK 2011 - 2025
13F-HR [0002052564]
Comparable Firms State AUM ($B)
Pursuit Wealth Managment LLC
FL 0.2
January Capital Advisors LLC
CA 0.2
Bersot Capital Management LLC
CA 0.2
Bankplus Wealth Management LLC
MS 0.2
DMC Group LLC
AL 0.2
Centricity Wealth Management LLC
OH 0.2
Runde & Co LLC
WA 0.2
Ring Mountain Capital LLC
CA 0.2
Kestrel Investment Management Corp
CA 0.2
Virtue Asset Management LLC
IL 0.2
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