# Parkview Ltd.

> 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.

- CRD: 160171
- Filed as: PARKVIEW LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Zurich, Switzerland
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160171
- AdvisorCensus page: https://advisorcensus.com/firm/parkview-ltd-zurich-160171

## Quick answers

**How is Parkview Ltd. compensated?**
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).

**How much does Parkview Ltd. charge?**
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.

**Where is Parkview Ltd. located?**
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).

**Is Parkview Ltd. registered with the SEC or a state?**
Parkview Ltd. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160171.

**How much does Parkview Ltd. manage?**
Parkview Ltd. reports $488,483,244 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (57% discretionary).

**How have Parkview Ltd.'s assets and staff changed since 2021?**
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.

**What types of clients does Parkview Ltd. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (55); insurance companies (7).

**Which custodians does Parkview Ltd. use?**
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.

**Does Parkview Ltd. report any disciplinary disclosures?**
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

**Does Parkview Ltd. state an account minimum?**
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."

**What changed in Parkview Ltd.'s recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $412,317,945 to $488,483,244 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- Asset-based fee: 0.4% to 1% a year (a range, as the brochure states it)

> The annual fees range from 0.4% to 1%, depending on the size and complexity of the mandate.

- Account minimum: $10,000,000

> Generally, Parkview works with clients with a minimum of $10 million of assets under management.

- Flat fee: $30,000 to $400,000 a year (Consulting Services)

> 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Banque Pictet & CIE SA
- UBS Switzerland AG

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.

### Regulatory assets under management (Item 5.F)
- Total: $488,483,244
- Discretionary: $279,509,886
- Non-discretionary: $208,973,358

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 55 | $451,413,814 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 7 | $37,069,430 |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Geneva

### Websites listed on Form ADV (Item 1.I)
- parkviewgroup.com
- LinkedIn @parkview
- X @PARKVIEWWEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $224,846,390 | 6 | August 3, 2021 |
| October 2022 | $201,426,641 | 6 | March 28, 2022 |
| October 2023 | $288,779,104 | 5 | March 20, 2023 |
| October 2024 | $404,619,366 | 7 | May 27, 2024 |
| October 2025 | $412,317,945 | 8 | March 10, 2025 |
| October 2026 | $488,483,244 | 9 | February 26, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $412,317,945 to $488,483,244 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Parkview Ltd. (CRD 160171): Form ADV filing data as of October 2026.