Cityview Management Services, LLC (Los Angeles)


Cityview Management Services, LLC is a large advisory firm based in Los Angeles. It manages $1.73 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California and Texas.

Cityview Management Services provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cityview Management Services: assets under management

The assets under management (AUM) of Cityview Management Services, LLC is $1.73 billion. The firm's AUM has grown by 335% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.65 billion in discretionary accounts and $81.7 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $235.52 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $40.85 million.
Cityview Management Services has custody of $558.12 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in other assets the most. They account for 99% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 1% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cityview Management Services, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Cityview Management Services serves?

The firm provides services to pooled investment vehicles and state or municipal government entities. The largest group of clients of Cityview Management Services is pooled investment vehicles with 8 clients and $1.72 billion of assets under management. Among the 9 most similar advisory firms, Cityview Management Services has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.73 billion for 9 clients. None of the firm’s clients are foreign persons or businesses.

Cityview Management Services also advises several private funds. Namely, five hedge funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $25,000,000.

Careers at Cityview Management Services, LLC

The company employs 24 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Con Edward Howe Managing director, los angeles fund 1 May 2007 Other 5953778
Cityvista Holdings Llc Member 1 Nov 2008 75% - 100% 20-2988787
Sean O. (Mi Only) Burton President, board member 1 Jul 2009 Other 5948412
Victor (Nmn) Miramontes Vice chairman, board member 1 Jul 2009 Other 1125210
Henry Gabriel Cisneros Chairman, board member 1 Jul 2009 Other 5948414
John David Martin Chairman of investment committee 1 Jul 2009 Other 5948415
Mark Leonard Beisswanger Managing director 1 Dec 2010 Other 5953784
Kristina Cheh Beck General counsel, chief compliance officer 1 Mar 2011 Other 5948831
Damian (Nmn) Gancman Senior vice president of financial operations 1 Nov 2011 Other 3264591
Anthony Lawrence Cardoza Managing director, bay area funds 1 Dec 2011 Other 6049424
Tyson Sayles Managing director, southwest multifamily fund 1 Jun 2012 Other 6100863
John Tyson Sayles Managing director, southwest multifamily fund 1 Jun 2012 Other 6100863
Llc Cityview Holding Partners Member 1 Jan 2013 75% - 100% 38-3876922
Matthew Neil Falley General counsel and chief compliance officer 1 Aug 2014 Other 6416514
Cisneros Burton Investment Holdings Llc Limited partner, cityview investment advisors, lp 1 Jul 2016 75% - 100% 452699688
Llc Cvwf I Gp General partner, cityview investment advisors, lp 1 Jul 2016 Other 813163477

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Henry Gabriel Cisneros Member 1 Nov 2008 25% - 50% 5948414
Cisneros Burton Investment Holdings Llc Member 1 Jan 2013 25% - 50% 45-2699688
Teresa Cisneros Burton Member 1 Jan 2013 75% - 100% 6175617
John David Martin Member 1 Jan 2013 75% - 100% 5948415
Llc Martin Cv Investments Member 1 Jan 2013 25% - 50% 27-0764117
Sean O. (Mi Only) Burton Member 1 Jan 2013 50% - 75% 5948412
Sean O. (Mi Only) Burton Member 1 Jul 2016 75% - 100% 5948412

Based in Los Angeles

The principal office where Cityview Management Services, LLC performs its advisory services is located at 1901 Avenue Of The Stars, Los Angeles, CA 90067, which is also the mailing address of the firm. An additional office of the firm is in San Antonio, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-566-8700 or by fax 310-566-8701. The normal business hours are 8:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at cityview.com.