|
⚲
|
| Parkview Ltd
✚
|
|
|---|---|
| CRD # | 160171 |
| SEC # | 801-73069 |
| CIK # | |
| AUM | $412.3 M (2025-03-10) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 41442834080 |
| Address | Gutenbergstrasse 9 Zurich, Switzerland |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 44 | 379.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 7 | 33.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 51 | 412.3 |
| By Discretionary | ||
| Discretionary | 23 | 241.4 |
| Non-Discretionary | 28 | 170.9 |
| Total | 51 | 412.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 383.2 | |
| United States Persons | 29.1 | |
| Total | 51 | 412.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RT Jones Capital Equities Management Inc
✚
|
MO | 0.4 |
|
Nicholas Wealth LLC
✚
|
GA | 0.4 |
|
Cypress Capital LLC
✚
|
TN | 0.4 |
|
Hixon Zuercher LLC
✚
|
OH | 0.4 |
|
Muhlenkamp & Co Inc
✚
|
PA | 0.4 |
|
Barnes Wealth Management Group Inc
✚
|
CA | 0.4 |
|
Retirement Consulting Group Inc
✚
|
OR | 0.4 |
|
Cloud Capital LLC
✚
|
0.4 | |
|
Five Oceans Advisors LLC
✚
|
0.4 | |
|
Martin Javan von
✚
|
0.4 |