M
$387.1M Total AUM
$387.1M Disc. AUM
31.3% 3Y CAGR
5 Employees
249 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Apex · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Capital
- Established Date
- 01-05-2010
- Office Locations
- 1
Office Locations
4800 Hampden Lane Suite 200 Bethesda MD
About Macroview Investment Management LLC
Macroview Investment Management LLC is a Bethesda-based RIA. The firm has been operating for 16 years. Managing $387.1M in total assets under management, with 4 advisory representatives. They custody assets with Apex and Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
43 AVG AGE
$96.8M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
10 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Frontier vital Ember
Client Personas
Prime
Investment Themes
Value Prime Legacy zenith
Investment Vehicles
Meridian
Services
Fusion Harbor eagle Crest Matrix ember Prime
Technology
Peak
Owner & Executives
DANIEL JAY COHEN
Chief Compliance Officer, Managing Director
- CRD
- #2960336
- Ownership
- 75% or more
(945) 399-4358
value.optima@pioneercapital.com
in linkedin.com/in/north-oak
MICAH PATASHNIK
Director, PARTNER
- CRD
- #6190524
- Ownership
- 10% but less than 25%
(230) 661-8722
catalyst.pathway@peakcapital.com
in linkedin.com/in/value-focus
Showing 2 of 2 owners & executives
Unlock allContacts
MICHAEL R HOFFMAN
Managing Director
- CRD
- #5386683
(439) 209-4554
bridge.vertex@vertexcapital.com
in linkedin.com/in/insight-quantum
CHRISTOPHER TYLER THOMAS
Managing Director
- CRD
- #4629514
(767) 959-5808
wave.north@vectorcapital.com
in linkedin.com/in/quantum-atlas
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $387,072,284 | $466,352 |
| Non-Discretionary | $0 | -- |
| Total | $387,072,284 | $466,352 |
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Separately Managed Accounts
Total SMA Asset: $387,072,284
Public Funds:
20.8% Equity - Exchange:
25.9% Municipal Bonds:
12.1% Cash:
6.8% Corporate - Investment Grade:
10.2% U.S. Government/Agency:
24.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,449,284,396 | 20.8% |
| Equity - Exchange | $1,804,637,782 | 25.9% |
| Municipal Bonds | $843,093,327 | 12.1% |
| Cash | $473,804,514 | 6.8% |
| Corporate - Investment Grade | $710,706,771 | 10.2% |
| U.S. Government/Agency | $1,686,186,654 | 24.2% |
| Total | $6,967,713,444 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS BRIDGE | HARBOR TIMBER | 7Q8WZOESC | IPXOP | 8.54% | $14,861,721 |
| PATHWAY PIONEER QUANTUM | VERTEX MATRIX | V7P5VKRWT | KTPWD | 7.85% | $51,506,305 |
| RIDGE MATRIX | CATALYST PIONEER | 4E4KWM34W | TRXZM | 12.55% | $73,535,381 |
| ELEMENT PATHWAY INSIGHT | INSIGHT FOUNDATION | MNIFR24OU | JOLBZ | 10.49% | $48,992,649 |
| NORTH ATLAS PRIME | MATRIX ALPHA | IE4AKLI1W | MTZK | 3.31% | $113,388,154 |
| DELTA RADIAL TIMBER | DELTA RADIAL | 20K1A2K2L | LFAFT | 3.32% | $5,402,254 |
| TIMBER SUMMIT UNISON | PEAK FOUNDATION | G4E2XZW4D | QDEE | 5.00% | $107,675,756 |
| MERIDIAN INSIGHT | HARBOR HORIZON | 3A8Q3VW4X | GIGJ | 7.04% | $98,481,264 |