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ARKVIEW CAPITAL, L.P.

STAMFORD, CT · CRD 316130 · IAPD ↗ · 917-623-4643

$355.9MRegulatory AUM
5Advisory reps
8Employees
0Clients
n/aPlanning clients
10Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — ARKVIEW CAPITAL, L.P. reported RAUM up 63% ($218.7M -> $355.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2026 — ARKVIEW CAPITAL, L.P. grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
April 2025 — ARKVIEW CAPITAL, L.P. reported RAUM down 29% ($277.3M -> $196.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
83
August 2024 — ARKVIEW CAPITAL, L.P. (STAMFORD, CT) is newly SEC-registered with $277.3M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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