Cityview Management Services, LLC

RIASEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$191M
Accounts
6
Employees
30
Advisory reps
5

Firm details

Headquarters
Los Angeles, California
CRD number
158370
Registered since
July 29, 2011
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cityview Management Services, LLC is a privately held limited liability company that operates as a real estate fund manager and adviser to pooled investment vehicles. SEC-registered since 2011, the firm serves institutional clients and performs portfolio management for pooled funds while also acting in sponsor/GP and managing-member roles for those vehicles. The firm’s fee model includes percentage-of-assets charges plus other fee components. Cityview is not identified as an active ESG investor and is organized as a domestic entity with both entity and individual ownership.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
1901 Avenue Of The Stars
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth