Parkview US LLC
SEC RegisteredYour Trusted Partner for Enduring Wealth
About the firm
Parkview Group is an independent multi-family office established in 2011 by seasoned wealth and asset management professionals to serve discerning families and institutions across the globe. Headquartered in Switzerland with offices in the United States and United Kingdom, and strategic affiliations extending to Latin America and the Middle East, Parkview bridges the intimacy of a dedicated advisory relationship with the sophistication of a global investment platform. It is wholly owned by its senior partners, ensuring independence from banks, brokers, and asset managers.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, outsourced Chief Investment Officer (OCIO), investment advisory, Parkview Portfolio Health Checks™, consolidated reporting, investment controlling, deal sourcing, next generation education, portfolio optimization, manager selection, deal evaluation, governance frameworks, and ongoing due diligence and risk monitoring.
Who they serve
Families, endowments, foundations, family offices, and institutions, including discerning families and prominent families and institutions across the globe.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | — |
| High Net Worth Individuals | 18 | $205M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
2 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of February 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Parkview US LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched