{
  "crd_number": 300409,
  "slug": "brentview-investment-management-llc-rosemont-il-300409",
  "primary_business_name": "BRENTVIEW INVESTMENT MANAGEMENT, LLC",
  "legal_name": "BRENTVIEW INVESTMENT MANAGEMENT, LLC",
  "dbas": [],
  "city": "Rosemont",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-04-21",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-09-23",
  "carried_forward": false,
  "raum_total": 265661976.0,
  "raum_discretionary": 265661976.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 108907871.0,
      "count": 84,
      "description": "TRUSTS"
    },
    "charitable": {
      "raum": 17646989.0,
      "count": 9
    },
    "insurance_companies": {
      "raum": 319644.0,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 16186465.0,
      "count": 5
    },
    "pension_profit_sharing": {
      "raum": 12137065.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 109292999.0,
      "count": 211
    },
    "corporations_other_businesses": {
      "raum": 1170943.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "IL",
    "MA",
    "MN",
    "NY",
    "OH",
    "TN",
    "TX",
    "WA"
  ],
  "websites": [
    "https://brentviewim.com",
    "https://linkedin.com/company/brentviewim"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300409",
  "city_as_filed": "ROSEMONT",
  "url": "https://advisorcensus.com/firm/brentview-investment-management-llc-rosemont-il-300409",
  "display_name": "Brentview Investment Management, LLC",
  "summary": "Brentview Investment Management, LLC is an SEC-registered investment advisory firm in Rosemont, IL, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 23, 2026.",
  "citation": "AdvisorCensus. Brentview Investment Management, LLC (CRD 300409): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Brentview Investment Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Brentview Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Brentview Investment Management, LLC located?",
      "a": "Brentview Investment Management, LLC's principal office is in Rosemont, IL, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Brentview Investment Management, LLC registered with the SEC or a state?",
      "a": "Brentview Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 300409."
    },
    {
      "q": "How much does Brentview Investment Management, LLC manage?",
      "a": "Brentview Investment Management, LLC reports $265,661,976 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Brentview Investment Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Brentview Investment Management, LLC: Regulatory assets under management: $175,574,672 in the October 2021 data and $265,661,976 in the October 2026 data, up 51%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Brentview Investment Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (211); other (84); charitable organizations (9)."
    },
    {
      "q": "Does Brentview Investment Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300409"
    },
    {
      "q": "What changed in Brentview Investment Management, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Regulatory assets under management went from $233,434,428 to $265,661,976 (+14%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 175574672.0,
      "total_employees": 5,
      "filing_date": "2021-09-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 249785886.0,
      "total_employees": 6,
      "filing_date": "2022-04-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 230700730.0,
      "total_employees": 7,
      "filing_date": "2023-07-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 224397176.0,
      "total_employees": 7,
      "filing_date": "2024-03-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 185911369.0,
      "total_employees": 7,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 265661976.0,
      "total_employees": 6,
      "filing_date": "2026-09-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Regulatory assets under management went from $233,434,428 to $265,661,976 (+14%)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 4.",
        "Regulatory assets under management went from $185,911,369 to $233,434,428 (+26%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/brentview-investment-management-llc-rosemont-il-300409.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 211,
      "fewer_than_5": false,
      "raum": 109292999.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 5,
      "fewer_than_5": false,
      "raum": 16186465.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 12137065.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 9,
      "fewer_than_5": false,
      "raum": 17646989.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 319644.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 1170943.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 84,
      "fewer_than_5": false,
      "raum": 108907871.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300409",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}