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BRENTVIEW INVESTMENT MANAGEMENT, LLC

ROSEMONT, IL · CRD 300409 · IAPD ↗ · 312-283-4450

$265.7MRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
October 2026 — BRENTVIEW INVESTMENT MANAGEMENT, LLC moved its main office from NORTHFIELD, IL to ROSEMONT, IL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
April 2026 — BRENTVIEW INVESTMENT MANAGEMENT, LLC reported RAUM up 26% ($185.9M -> $233.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.