Investment adviser · CRD 334349

PLAINVIEW INVESTMENT MANAGEMENT, L.P.

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

DALLAS, TX, United States · Form ADV filed Mar 19, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

3 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PLAINVIEW SECURITIES FUND, L.P. -- PLAINVIEW TOTAL RETURN FUNDHedge Fund · Last reported Mar 19, 2026$446KGross asset value
Fund administrator NAV CONSULTING, INC OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Custodian INWOOD NATIONAL BANK DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

INTERACTIVE BROKERS LLC
SEC 8-47257

INWOOD NATIONAL BANK
LEI 54930096BTNRF35M1P43

Fund details & source
Fund ID
805-1754127770
Reported beneficial owners
2
Minimum commitment
$10K
Form D file number
021-570187

Form ADV 2075023 · Mar 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PLAINVIEW SECURITIES FUND, L.P. - PLAINVIEW EMERGING GROWTH FUNDHedge Fund · Last reported Mar 19, 2026$329KGross asset value

Form D fundraising filings

Plainview Securities Fund, L.P.

Fund administrator NAV CONSULTING, INC OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian ICICI BANK LIMITED MUMBAI, India Related to adviser: No
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Custodian INWOOD NATIONAL BANK DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ICICI BANK LIMITED
LEI 549300LFRMLFBUZUJX04

INTERACTIVE BROKERS LLC
SEC 8-47257

INWOOD NATIONAL BANK
LEI 54930096BTNRF35M1P43

Fund details & source
Fund ID
805-1289286902
Reported beneficial owners
4
Minimum commitment
$10K
Form D file number
021-536460

Form ADV 2075023 · Mar 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PLAINVIEW SECURITIES FUND, L.P.Other Private Fund · Last reported Mar 19, 2026$0Gross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-6149906179
Reported beneficial owners
0
Minimum commitment
$0
Form D file number
021-536331

Form ADV 2075023 · Mar 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 19, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

100 CRESCENT COURT, SUITE 700
DALLAS, TX, 75201, United States

CRD 334349

Filing source

Form ADV 2075023 · Mar 19, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.