CRD: 149621
Macroview Investment Management LLC
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- Custodian
- Apex · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-05-2010
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between February 20, 2025 and February 26, 2026, reported AUM increased 30.4%, from $296.9M to $387.1M.
Across 5 reported observations, AUM increased 165.6% between July 25, 2022 and February 26, 2026, from $145.8M to $387.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 249 clients, or 62.3 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on February 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
DANIEL JAY COHEN
Chief Compliance Officer, Managing Director
- CRD
- #2960336
- Ownership
- 75% or more
MICAH PATASHNIK
Director, PARTNER
- CRD
- #6190524
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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MICHAEL R HOFFMAN
Managing Director
- CRD
- #5386683
CHRISTOPHER TYLER THOMAS
Managing Director
- CRD
- #4629514
Showing 2 of 4 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Macroview Investment Management LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Macroview Investment Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.