Parkview Us Llc
- Regulatory AUM
- $312M
- Discretionary
- $210M
- Clients
- 18
- Avg AUM / client
- $17.4M
- Accounts
- 19
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 18 | $205M | 65.8% |
| Charitable organizations | 0 | $107M | 34.2% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Epprecht, Marcus, Roland | Manager | Nov 2011 (15y) | Less than 5% | |
| Holzer, Marius, Andre | Cco, Manager | Nov 2011 (15y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Parkview Ltd. | Owner | Nov 2011 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Hsbc Bank Usa, N.A. $134M (43% of AUM) Jul 2026
- Merrill Lynch $57.5M (18% of AUM) Jul 2026
- Deutsche Bank Trust Company Americas $26.6M (9% of AUM) Jul 2026
- UBS $26.2M (11% of AUM) Sep 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗