# Parkview US LLC

> Parkview US LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 16, 2026.

- CRD: 160172
- Filed as: PARKVIEW US LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: July 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160172
- AdvisorCensus page: https://advisorcensus.com/firm/parkview-us-llc-new-york-ny-160172

## Quick answers

**How is Parkview US LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Parkview US LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Parkview US LLC charge?**
Its Form ADV Part 2A brochure dated July 16, 2026 states: Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Parkview US LLC located?**
Parkview US LLC's principal office is in New York, NY, according to its Form ADV.

**Is Parkview US LLC registered with the SEC or a state?**
Parkview US LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160172.

**How much does Parkview US LLC manage?**
Parkview US LLC reports $312,331,270 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (67% discretionary).

**How have Parkview US LLC's assets and staff changed since 2021?**
In the Form ADV data for Parkview US LLC: Regulatory assets under management: $248,935,452 in the October 2021 data and $312,331,270 in the October 2026 data, up 25%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Parkview US LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (18).

**Which custodians does Parkview US LLC use?**
Parkview US LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Deutsche Bank Trust Company Americas, HSBC Bank USA, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated as custodians holding 10% or more of its separately managed account assets.

**Does Parkview US LLC 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/160172

**Does Parkview US LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 16, 2026 says: "Generally, Parkview US works with clients with a minimum of $10 million of assets under management."

## 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 July 16, 2026)

- Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it)

> The annual fees range from 0.5% to 1%, depending on the size and complexity of the mandate.

- Account minimum: $10,000,000

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

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

### Custodians (Schedule D, Section 5.K(3))
- Deutsche Bank Trust Company Americas
- HSBC Bank USA, N.A.
- Merrill Lynch, Pierce, Fenner & Smith Incorporated

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: $312,331,270
- Discretionary: $209,657,452
- Non-discretionary: $102,673,818

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 18 | $205,405,285 |
| 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 | Fewer than 5 | $106,925,985 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| 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)
- Educational seminars/workshops

### Firm details
- Registered since: 2012 (14 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### 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 | $248,935,452 | 4 | September 16, 2021 |
| October 2022 | $283,981,538 | 4 | May 16, 2022 |
| October 2023 | $274,604,449 | 4 | March 20, 2023 |
| October 2024 | $310,409,328 | 4 | May 27, 2024 |
| October 2025 | $299,642,371 | 4 | March 10, 2025 |
| October 2026 | $312,331,270 | 5 | July 16, 2026 |

Regulatory assets under management: $248,935,452 in the October 2021 data and $312,331,270 in the October 2026 data, up 25%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Parkview US LLC (CRD 160172): Form ADV filing data as of October 2026.
