Investment adviser · CRD 281449

RICHVIEW ADVISORS

Investment adviser filing (IA)

RICHVIEW ADVISORS LLC

DAYTON, OH, United States · Form ADV filed Mar 16, 2023

Regulatory AUM
$66.6M
Form ADV · Item 5.F
Client accounts
4
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
CharitiesFewer than 5$54,356,73581.7%
High-net-worth individualsFewer than 5$12,202,04818.3%
Filing source

Form ADV 1732844 · Mar 16, 2023 · Item 5.D

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

Private funds & service providers

1 Private fund

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

RICHVIEW FUND LLCHedge Fund · Last reported Mar 16, 2023$8.51MGross asset value

Form D fundraising filings

Richview Fund LLC

Auditor CLARK SCHAEFER HACKETT CINCINNATI, Ohio, United States
Custodian RBC CAPITAL MARKETS, LLC MINNEAPOLIS, Minnesota, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

CLARK SCHAEFER HACKETT
PCAOB 539

RBC CAPITAL MARKETS, LLC
SEC 8-45411

Fund details & source
Fund ID
805-9050714847
Reported beneficial owners
29
Minimum commitment
$50K
Form D file number
021-276539

Form ADV 1732844 · Mar 16, 2023 · 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 16, 2023. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

3110 KETTERING BOULEVARD
DAYTON, OH, 45439-1924, United States

CRD 281449

Filing source

Form ADV 1732844 · Mar 16, 2023 · 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.