Cityview Management Services, LLC is a large advisory firm based in Los Angeles. It manages $1.73 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California and Texas.
Cityview Management Services provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cityview Management Services, LLC is $1.73 billion. The firm's AUM has grown by 335% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Cityview Management Services, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pooled investment vehicles and state or municipal government entities. The largest group of clients of Cityview Management Services is pooled investment vehicles with 8 clients and $1.72 billion of assets under management. Among the 9 most similar advisory firms, Cityview Management Services has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.73 billion for 9 clients. None of the firm’s clients are foreign persons or businesses.
Cityview Management Services also advises several private funds. Namely, five hedge funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $25,000,000.
The company employs 24 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Cityview Management Services, LLC performs its advisory services is located at 1901 Avenue Of The Stars, Los Angeles, CA 90067, which is also the mailing address of the firm. An additional office of the firm is in San Antonio, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-566-8700 or by fax 310-566-8701. The normal business hours are 8:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at cityview.com.