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PARKVIEW LTD.

Advisory

N·ZURICH

Data as of Feb 26, 2026 · Source: SEC Form ADV

Total AUM

$488M

1-Year AUM Growth

+40.1%

3-Year CAGR

+20.5%

Employees

6

Assets Under Management

Total AUM$488M

Discretionary AUM$280M

Non-Discretionary AUM$209M

Discretionary %57.2%

Total Clients51

Team

Total Employees6

Investment Advisers9

Employee Growth (1Y)+25.0%

Filing History

Total Filings on Record20

First FilingJan 19, 2012

Latest FilingFeb 26, 2026

🔒 Full AUM trend chart and 20 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PARKVIEW LTD.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.