CITYVIEW MANAGEMENT SERVICES, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.15B |
| Discretionary | $1.15B100% of AUM |
| Client Accounts | 6 |
| Avg Account Size | $191.3M |
| Employees | 30 |
| Peak AUM | $1.73BMar 2019 |
| AUM CAGR | +12.5% /yrover 15 yrs · 34 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | +4.2% | +6.4% | 3.0% | |
| Discretionary AUM | $1.1B | ||||
Key Metrics
| Total AUM | $1.15B |
| Discretionary | $1.15B |
| Employees | 30 |
| Client Accounts | 6 |
Contact & Location
Address
1901 AVENUE OF THE STARS
LOS ANGELES CA 90067
Phone
310-566-8700
Filing History
34 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Government
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
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