{ "crd_number": 158370, "slug": "cityview-management-services-llc-los-angeles-ca-158370", "primary_business_name": "CITYVIEW MANAGEMENT SERVICES, LLC", "legal_name": "CITYVIEW MANAGEMENT SERVICES, LLC", "dbas": [ "CITYVIEW" ], "city": "Los Angeles", "state": "CA", "country": "United States", "cbsa_code": "31080", "metro": { "cbsa_code": "31080", "common_name": "Los Angeles", "msa_name": "Los Angeles-Long Beach-Anaheim, CA", "path": "/advisors/ca/los-angeles" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2011-07-29", "years_registered": 15, "period": "2026-10-01", "filing_date": "2026-03-27", "carried_forward": false, "raum_total": 1147984568.0, "raum_discretionary": 1147984568.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 30, "advisory_employees": 30, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 1147984568.0, "count": 6 } }, "compensation_types": [ "other", "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA" ], "websites": [ "https://cityview.com", "https://linkedin.com/COMPANY/CITYVIEW", "https://twitter.com/CITYVIEWUS" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158370", "city_as_filed": "LOS ANGELES", "url": "https://advisorcensus.com/firm/cityview-management-services-llc-los-angeles-ca-158370", "display_name": "Cityview Management Services, LLC", "summary": "Cityview Management Services, LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2011, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.", "citation": "AdvisorCensus. Cityview Management Services, LLC (CRD 158370): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Cityview Management Services, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Cityview Management Services, LLC reports these compensation arrangements: a percentage of assets under its management; other." }, { "q": "What does Cityview Management Services, LLC's brochure say about its fees?", "a": "Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is Cityview Management Services, LLC located?", "a": "Cityview Management Services, LLC's principal office is in Los Angeles, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Cityview Management Services, LLC registered with the SEC or a state?", "a": "Cityview Management Services, LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 158370." }, { "q": "How much does Cityview Management Services, LLC manage?", "a": "Cityview Management Services, LLC reports $1,147,984,568 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)." }, { "q": "How have Cityview Management Services, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Cityview Management Services, LLC: Regulatory assets under management: $1,337,307,160 in the October 2021 data and $1,147,984,568 in the October 2026 data, down 14%. Total employees: 40 in October 2021 and 30 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Cityview Management Services, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6)." }, { "q": "Does Cityview Management Services, 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/158370" }, { "q": "What changed in Cityview Management Services, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 43 to 30." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1337307160.0, "total_employees": 40, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1297718772.0, "total_employees": 45, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 952802997.0, "total_employees": 48, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 961045084.0, "total_employees": 42, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1102170046.0, "total_employees": 43, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1147984568.0, "total_employees": 30, "filing_date": "2026-03-27" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 43 to 30." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 27, 2026", "tiers": [], "flat_rate": null, "stated_range": "0.5% to 2% a year", "stated_maximum": null, "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)" ], "quotes": [ "The first type of Management Fees ranges from 0.5% to 2% per annum of either (i) the committed capital of the client during an initial agreed upon time period and then the invested capital of the cli ent thereafter or (ii) the invested capital of the client" ] } ], "quotes": [ "The first type of Management Fees ranges from 0.5% to 2% per annum of either (i) the committed capital of the client during an initial agreed upon time period and then the invested capital of the cli ent thereafter or (ii) the invested capital of the client" ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/cityview-management-services-llc-los-angeles-ca-158370.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 6, "fewer_than_5": false, "raum": 1147984568.0 } ], "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/158370", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }