$760.0K Total AUM
$760.0K Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
21 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-16-2005
- Office Locations
- 1
Office Locations
1 Parkview Terrace Highland Park NJ
About Parkview Capital Management
Parkview Capital Partners, founded in 1993, is a private investment firm managing a family office’s private equity, real estate, and public market portfolios. It partners with third-party asset managers and operating company executives, with a long track record in acquiring and investing in operating companies across industries (portfolio company revenues combined approaching $1B).
Team overview
-- AVG AGE
$760.0K AVG AUM / ADVISOR
$84.4K AVG AUM / CLIENT
14.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Services
Available
Technology
Available
Owner & Executives
J
JERROLD GARY TRUB
--
- CRD
- #4873751
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $760,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $760,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Public Funds:
Available Equity - Exchange:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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