Macroview Investment Management Llc
- Regulatory AUM
- $387M
- Discretionary
- $387M
- Clients
- 249
- Avg AUM / client
- $1.6M
- Accounts
- 830
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Feb 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 159 | $70.0M | 18.1% |
| High net worth individuals | 66 | $180M | 46.4% |
| Pension and profit sharing plans | 14 | $121M | 31.2% |
| Charitable organizations | Fewer than 5 clients | $6.7M | 1.73% |
| Other investment advisers | Fewer than 5 clients | $6.1M | 1.57% |
| Corporations and other businesses | 10 | $4.0M | 1.02% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Peri Formwork Systems, Inc 401(k) Plan Peri Formwork Systems, Inc. | 2024 | |
| Iron Arch Technology, Llc 401(k) Plan Iron Arch Technology, Llc | 2024 | |
| Nfm, Inc. 401(k) Plan Nfm, Inc. | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Jay Cohen | Member And Managing Director; Chief Compliance Officer | Jan 2010 (17y) | 75% or more | |
| Micah Patashnik | Partner, Director | CFP | Jul 2013 (13y) | 5% – 10% |
| Michael R Hoffman | Registered representative | CFP | Jul 2023 (3y) | |
| Christopher Tyler Thomas | Registered representative | CFP | Dec 2023 (3y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Peri Formwork Systems, Inc 401(k) Plan | Peri Formwork Systems, Inc. | 398 | $49.6M | 01/01/2024 |
| Iron Arch Technology, Llc 401(k) Plan | Iron Arch Technology, Llc | 112 | $5.9M | 01/01/2024 |
| Nfm, Inc. 401(k) Plan | Nfm, Inc. | 1,020 | $63.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/26/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • PENSION CONSULTING FEES; INVESTMENT CONSULTING FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $207M (53% of AUM) Feb 2026
- Charles Schwab & Co. $118M (30% of AUM) Feb 2026
- Delaware Charter Guarantee & Trust Company $48.9M (13% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 26, 2026.
View current Form ADV (SEC/IAPD) ↗