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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-12-2021
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 25 clients, or 25 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on January 27, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Parkview Capital LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
David William Malmgren
Chief Compliance Officer, Managing Member, Principal
- CRD
- #4294740
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Parkview Capital LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.