PLAINVIEW INVESTMENT MANAGEMENT, L.P.

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
334349
Registered since
April 29, 2025

Firm profile

FINTRX

Overview

Plainview Investment Management, L.P. is organized as a limited partnership and is recorded as an SEC-registered adviser in 2025. The firm is owned by a domestic entity and individuals and is classified in the available data as unclassified. Reporting indicates Plainview does not act as a capital allocator and does not present itself as an active ESG investor. It is not identified as a multi-state adviser, a pension consultant, or a related adviser in the provided records.

Assets & Accounts

Investments & Alternatives

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

Contacts

1 of 1
  • Raj Luhar

    Managing PartnerCRD 8020701

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
100 Crescent Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth