$42.6M Total AUM
$42.6M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Zenith
- Established Date
- 08-12-2021
- Office Locations
- 1
Office Locations
-- Germantown MD
About Parkview Capital LLC
Parkview Capital Partners (founded 1993) is a private investment firm managing a family office's private equity, real estate, and public market portfolios. The firm partners with external asset managers and operating company executives, with a two-decade record of acquiring and investing in operating companies across industries with combined revenues approaching $1B.
Team overview
-- AVG AGE
$42.6M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Atlas prime Vertex vital Catalyst Vertex Peak Zenith
Custodian
Foundation
Investment Themes
Harbor North eagle
Investment Vehicles
Vital
Services
Prime momentum Capital horizon Signal frontier Oak Pathway Alpha quantum Wave
Technology
Beacon
Owner & Executives
David William Malmgren
Chief Compliance Officer, Managing Member, Principal
- CRD
- #4294740
- Ownership
- 75% or more
(704) 954-8059
zenith.signal@deltacapital.com
in linkedin.com/in/matrix-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,619,306 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,619,306 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,619,306
Equity - Exchange:
18.3% Public Funds:
17.2% Cash:
22.4% U.S. Government/Agency:
10.2% Municipal Bonds:
16.4% Corporate - Investment Grade:
15.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $204,933,138 | 18.3% |
| Public Funds | $192,614,753 | 17.2% |
| Cash | $250,847,120 | 22.4% |
| U.S. Government/Agency | $114,225,028 | 10.2% |
| Municipal Bonds | $183,655,927 | 16.4% |
| Corporate - Investment Grade | $173,577,248 | 15.5% |
| Total | $1,119,853,214 | 100.0% |