CITYVIEW MANAGEMENT SERVICES, LLC
Adviser information for CITYVIEW MANAGEMENT SERVICES, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 42 |
|---|---|
| Investment Advisory/Research | 42 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4 | $961.0M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $961.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 4 | $961.0M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMADVISER & AFFILIATES ENTITLED TO A PROFIT INTEREST FROM CLIENTS |
Identifiers
| SEC RIA File Number | 801-72632 |
|---|---|
| SEC ERA File Number | 801-72632 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 158370 |
| Legal Entity Identifier | None |
Principal Office
1901 AVENUE OF THE STARSSUITE 1950
LOS ANGELES
CA
United States
Monday - Friday, 8:00 AM - 6:00 PM
Tel: 310-566-8700, Fax: 310-566-8701
Chief Compliance Officer
MATTHEW NEIL FALLEY
GENERAL COUNSEL
1901 AVENUE OF THE STARS
SUITE 1950
LOS ANGELES
CA
United States
Tel:
310-566-8720
Fax:
310-566-8701
M******@***********M
(Full email address available in API data)
Regulatory Contact
DANA GOMEZ-GAYNE
ASSOCIATE GENERAL COUNSEL
1901 AVENUE OF THE STARS
SUITE 1950
LOS ANGELES
CA
United States
Tel:
310-566-8710
Fax:
310-566-8701
D***********@***********M
(Full email address available in API data)
Industry Affiliates
| CITYVIEW INVESTMENT ADVISORS, LP | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| CVBAF II CAPITAL, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CVBAF II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CVREP VII CAPITAL, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CVREP VII GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CVULA MANAGER LLC | Sponsor, GP, manager of pooled investment vehicles |
| CVWF I GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CVWF I SPONSOR, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CITYVIEW BAY AREA FUND II, LP | Real Estate Fund | $183.1M | $1.0M | 2 |
| CITYVIEW LA URBAN FUND I LP | Real Estate Fund | $0.1M | $25.0M | 5 |
| CITYVIEW REAL ESTATE PARTNERS VII, LP | Real Estate Fund | $368.1M | $5.0M | 7 |
| CITYVIEW WESTERN FUND I, LP | Real Estate Fund | $409.7M | $5.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MIRAMONTES, VICTOR, (NMN) | Individual | – | VICE CHAIRMAN, BOARD MEMBER | 07/2009 | < 5% |
| BURTON, SEAN, O. (MI ONLY) | Individual | – | CHIEF EXECUTIVE OFFICER, BOARD MEMBER | 07/2009 | < 5% |
| CISNEROS, HENRY, GABRIEL | Individual | – | CHAIRMAN, BOARD MEMBER | 07/2009 | < 5% |
| CISNEROS, HENRY, GABRIEL | Individual | CITYVIEW HOLDING PARTNERS, LLC | MEMBER | 11/2008 | 25-50% |
| GANCMAN, DAMIAN, (NMN) | Individual | – | CHIEF FINANCIAL OFFICER | 11/2011 | < 5% |
| CISNEROS BURTON INVESTMENT HOLDINGS LLC | Domestic Entity | CITYVIEW HOLDING PARTNERS, LLC | MEMBER | 01/2013 | 25-50% |
| BURTON, TERESA, CISNEROS | Individual | CISNEROS BURTON INVESTMENT HOLDINGS LLC | MEMBER | 01/2013 | 50-75% |
| CITYVIEW HOLDING PARTNERS, LLC | Domestic Entity | – | MEMBER | 01/2013 | > 75% |
| FALLEY, MATTHEW, NEIL | Individual | – | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | 08/2014 | < 5% |
| BURTON, SEAN, O. (MI ONLY) | Individual | CISNEROS BURTON INVESTMENT HOLDINGS LLC | MEMBER | 01/2013 | 25-50% |