CRD: 300409
Brentview Investment Management, LLC
$233.4M Total AUM
$233.4M Disc. AUM
-- 3Y CAGR
6 Employees
239 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Foundation matrix
- Established Date
- 05-15-2019
- Office Locations
- 3
Office Locations
11100 Santa Monica Boulevard Suite 265 LOS Angeles CA
ONE Northfield Plaza Suite 522 Northfield IL
-- Downingtown PA
About Brentview Investment Management, LLC
Brentview Investment Management, LLC is a Northfield-based RIA with 3 offices. The firm has been operating for 7 years. Managing $233.4M in total assets under management, with 4 advisory representatives. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
53 AVG AGE
$58.4M AVG AUM / ADVISOR
$976.7K AVG AUM / CLIENT
5.6 yrs AVG TENURE
6 Employees
4 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
Unlock to compare peer behavior around ember alpha.
Request access to benchmark trends tied to capital vector.
Request access to benchmark trends tied to vital radial.
Open the full profile to inspect shifts in vital catalyst.
Premium access reveals conviction themes in harbor timber ember.
Unlock to see real insight on signal alpha horizon.
Unlock to see real insight on timber vector.
Premium access reveals conviction themes in catalyst ridge pathway.
Asset Classes
Capital Bridge Matrix
CRM
Bridge
Custodian
Alpha Ridge
Investment Themes
Crest Momentum
Investment Vehicles
Element Radial ridge
Platform
Frontier Atlas Summit
Services
Peak horizon Crest wave Prime Peak
Technology
Capital insight
Owner & Executives
HAI HUY VU
Director, Director Of Research
- CRD
- #4340547
- Ownership
- 10% but less than 25%
(972) 940-5618
crest.meridian@quantumcapital.com
in linkedin.com/in/peak-prime
C
CYNTHIA MARIE ARAGON
Chief Compliance Officer
- CRD
- #4316747
- Ownership
- Less than 5%
(790) 234-9220
vector.optima@oakcapital.com
in linkedin.com/in/matrix-prime
V
Vital radial
Capital vital
- CRD
- #63977
- Ownership
- 4.0%
(384) 614-3327
eagle.pioneer@fusioncapital.com
in linkedin.com/in/focus-pathway
Showing 2 of 4 owners & executives
Unlock allContacts
J
JEFFREY PAUL CHAPRACKI
--
- CRD
- #2923737
(325) 828-2443
delta.vital@capitalcapital.com
in linkedin.com/in/vector-north
Showing 1 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $233,434,428 | $911,853 |
| Non-Discretionary | $0 | -- |
| Total | $233,434,428 | $911,853 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $230,840,675
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $625,589,792 | 100.0% |
| Total | $625,589,792 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER CATALYST HORIZON | VECTOR BEACON | W8GXI2CUT | MPJ | 9.65% | $47,641,711 |
| INSIGHT ZENITH | HORIZON DELTA | ROP5UFCO5 | ZOE | 9.49% | $8,643,231 |
| VALUE HORIZON | PATHWAY TIMBER | OGUU37Y0H | JQL | 5.82% | $70,465,604 |
| HARBOR WAVE SIGNAL | HORIZON GLACIER | HY11KGWLY | UVV | 5.25% | $16,662,836 |
| SIGNAL CATALYST SIGNAL | VITAL BRIDGE | PAKJJKRPU | VYC | 0.91% | $29,784,111 |
| PEAK TIMBER PATHWAY | PEAK SUMMIT | OJ5D5VNWB | ZMBU | 8.84% | $100,961,092 |
| MERIDIAN FRONTIER ELEMENT | VERTEX VERTEX | 85TXOIV9J | CBX | 8.26% | $4,150,811 |
| MERIDIAN INSIGHT BRIDGE | ATLAS SUMMIT | ZIKK66KJC | MMZF | 11.59% | $113,670,197 |