Brentview Investment Management, Llc
- Regulatory AUM
- $233M
- Discretionary
- $233M
- Clients
- 239
- Avg AUM / client
- $977K
- Accounts
- 256
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 169 | $105M | 45.0% |
| Investment companies | 1 | $2.6M | 1.11% |
| Pension and profit sharing plans | 5 | $11.1M | 4.76% |
| Charitable organizations | 8 | $15.8M | 6.78% |
| Insurance companies | Fewer than 5 clients | $294K | 0.13% |
| Corporations and other businesses | Fewer than 5 clients | $9.9M | 4.25% |
| Other | 56 | $88.8M | 38.0% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Astor Gomez | President | Jan 2019 (8y) | ≈ 18.75% – 50% via Timberline Road, Llc | |
| Boothe, James, Ralph | Chief Investment Officer | Jun 2019 (7y) | ≈ 18.75% – 50% via Bluestone Enterprises Llc | |
| Cynthia Marie Aragon | Chief Compliance Officer | Jul 2019 (7y) | Less than 5% | |
| Vu, Hai, Huy | Director Of Research | Jul 2019 (7y) | 10% – 25% | |
| Jeffrey Paul Chapracki | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Timberline Road, Llc | Manager | Jan 2019 | A | 25% – 50% |
| Bluestone Enterprises Llc | Manager | Jun 2019 | A | 25% – 50% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- John Astor Gomez: 75% – 100% of Timberline Road, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Boothe, James, Ralph: 75% – 100% of Bluestone Enterprises Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
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) | 03/20/2026 | 1.07 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗