MacRoview Investment Management LLC
● SEC registered since 2010CRD 149621SEC# 801-71500Bethesda, MD
Reg. AUM
$387.1M
Employees
5
Accounts
830
Location
Bethesda, MD
MacRoview Investment Management LLC assets under management
MacRoview Investment Management LLC is an investment advisory firm registered with the SEC based in Bethesda, MD. The firm has been registered since 2010. It reports $387.1 million in regulatory assets under management and employs 5 people.
MacRoview Investment Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Jay Cohen Control | Member And Managing Director; Chief Compliance Officer | Over 75% | 2010 |
| Micah Patashnik Control | Partner, Director | 10-25% | 2017 |
Frequently asked questions
How much does MacRoview Investment Management LLC manage?
MacRoview Investment Management LLC reports $387.1 million in regulatory assets under management on its Form ADV.
How many employees does MacRoview Investment Management LLC have?
MacRoview Investment Management LLC reports 5 employees.
Where is MacRoview Investment Management LLC located?
MacRoview Investment Management LLC is based in Bethesda, MD and has been SEC-registered since 2010.
Does MacRoview Investment Management LLC disclose fund performance?
MacRoview Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4800 Hampden Lane, Suite 200, Bethesda, MD 20814 |
| Phone | 301-907-6794 |
| Fax | 301-560-8939 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$387.1M▲ 30%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$387.1Mregulatory AUM
Discretionary $387.1M