M
CRD: 149621
Macroview Investment Management LLC
$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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- Custodian
- Apex · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
43 AVG AGE
$96.8M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
10.3 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
16yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
DANIEL JAY COHEN
Chief Compliance Officer, Managing Director
- CRD
- #2960336
- Ownership
- 75% or more
Available
Available
Available
MICAH PATASHNIK
Director, PARTNER
- CRD
- #6190524
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 2 owners & executives
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MICHAEL R HOFFMAN
Managing Director
- CRD
- #5386683
Available
Available
Available
CHRISTOPHER TYLER THOMAS
Managing Director
- CRD
- #4629514
Available
Available
Available
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: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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