{
  "crd_number": 160171,
  "slug": "parkview-ltd-zurich-160171",
  "primary_business_name": "PARKVIEW LTD.",
  "legal_name": "PARKVIEW LTD.",
  "dbas": [],
  "city": "Zurich",
  "state": null,
  "country": "Switzerland",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-01-26",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-02-26",
  "carried_forward": false,
  "raum_total": 488483244.0,
  "raum_discretionary": 279509886.0,
  "raum_non_discretionary": 208973358.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": null,
      "count": 0
    },
    "individuals": {
      "raum": null,
      "count": 0
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": 37069430.0,
      "count": 7
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 451413814.0,
      "count": 55
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": 0
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "LA",
    "NY"
  ],
  "websites": [
    "https://ch.linkedin.com/company/parkview",
    "https://parkviewgroup.com",
    "https://twitter.com/PARKVIEWWEALTH"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160171",
  "city_as_filed": "ZURICH",
  "url": "https://advisorcensus.com/firm/parkview-ltd-zurich-160171",
  "display_name": "Parkview Ltd.",
  "summary": "Parkview Ltd. is an SEC-registered investment advisory firm in Zurich, Switzerland, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.",
  "citation": "AdvisorCensus. Parkview Ltd. (CRD 160171): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Parkview Ltd. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Parkview Ltd. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Parkview Ltd. charge?",
      "a": "Its Form ADV Part 2A brochure dated February 26, 2026 states: Asset-based fee: 0.4% to 1% a year (a range, as the brochure states it); Flat fee: $30,000 to $400,000 a year (Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Parkview Ltd. located?",
      "a": "Parkview Ltd.'s principal office is in Zurich, Switzerland, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Parkview Ltd. registered with the SEC or a state?",
      "a": "Parkview Ltd. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160171."
    },
    {
      "q": "How much does Parkview Ltd. manage?",
      "a": "Parkview Ltd. reports $488,483,244 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (57% discretionary)."
    },
    {
      "q": "How have Parkview Ltd.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Parkview Ltd.: Regulatory assets under management: $224,846,390 in the October 2021 data and $488,483,244 in the October 2026 data, up 117%. Total employees: 6 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Parkview Ltd. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (55); insurance companies (7)."
    },
    {
      "q": "Which custodians does Parkview Ltd. use?",
      "a": "Parkview Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Banque Pictet & CIE SA and UBS Switzerland AG as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Parkview Ltd. 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/160171"
    },
    {
      "q": "Does Parkview Ltd. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 26, 2026 says: \"Generally, Parkview works with clients with a minimum of $10 million of assets under management.\""
    },
    {
      "q": "What changed in Parkview Ltd.'s recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $412,317,945 to $488,483,244 (+18%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 224846390.0,
      "total_employees": 6,
      "filing_date": "2021-08-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 201426641.0,
      "total_employees": 6,
      "filing_date": "2022-03-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 288779104.0,
      "total_employees": 5,
      "filing_date": "2023-03-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 404619366.0,
      "total_employees": 7,
      "filing_date": "2024-05-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 412317945.0,
      "total_employees": 8,
      "filing_date": "2025-03-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 488483244.0,
      "total_employees": 9,
      "filing_date": "2026-02-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $412,317,945 to $488,483,244 (+18%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.4% to 1% a year",
    "stated_maximum": null,
    "account_minimum": "$10,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $30,000 to $400,000 a year (Consulting Services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.4% to 1% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The annual fees range from 0.4% to 1%, depending on the size and complexity of the mandate."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $10,000,000"
        ],
        "quotes": [
          "Generally, Parkview works with clients with a minimum of $10 million of assets under management."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $30,000 to $400,000 a year (Consulting Services)"
        ],
        "quotes": [
          "The fees for consulting services (which are separate than fees charged for investment advice) are calculated and charged on a fixed fee basis, typically ranging from $30,000 to $400,000 per year"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.4,
        1.0
      ],
      "max_pct": null,
      "account_minimum": 10000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 30000.0,
          "max": 400000.0,
          "period": "annual",
          "service": "Consulting Services"
        }
      ]
    },
    "quotes": [
      "The annual fees range from 0.4% to 1%, depending on the size and complexity of the mandate.",
      "Generally, Parkview works with clients with a minimum of $10 million of assets under management.",
      "The fees for consulting services (which are separate than fees charged for investment advice) are calculated and charged on a fixed fee basis, typically ranging from $30,000 to $400,000 per year"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Banque Pictet & CIE SA",
      "name_as_filed": "BANQUE PICTET & CIE SA",
      "affiliated": false
    },
    {
      "name": "UBS Switzerland AG",
      "name_as_filed": "UBS SWITZERLAND AG",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/parkview-ltd-zurich-160171.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 55,
      "fewer_than_5": false,
      "raum": 451413814.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 7,
      "fewer_than_5": false,
      "raum": 37069430.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "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/160171",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}