RIA IntelAdvisersCaliforniaLONGVIEW INVESTMENT MANAGEMENT, LLC

LONGVIEW INVESTMENT MANAGEMENT, LLC

Advisory

CA

Data as of May 20, 2026 · Source: SEC Form ADV

Rank in CA
#3,093
of 5,480 advisers by AUM
Average account
$2M
across 35 accounts
AUM per adviser
$73M
1 advisers

Source: SEC Form ADV. Figures as filed May 20, 2026.

Total AUM
$73M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$73M
Discretionary AUM$73M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients35
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

KEN GROSS FINANCIAL, INC.
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$73M
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MILES BROWN ASSET MANAGEMENT, LLC
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LEWIS, MICHAEL, ANDREW
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AIC ASSET MANAGEMENT LLC
SAN FRANCISCO, CA
$74M
-48.5% 1Y
TALKOT CAPITAL, LLC
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$73M
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$73M

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