Plainview Capital Equity Partners, LLC is a large advisory firm based in Baltimore. It manages $230 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Maryland.
Plainview Capital Equity Partners 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.
The assets under management (AUM) of Plainview Capital Equity Partners, LLC is $230 million. The firm's AUM has grown by 619% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Plainview Capital Equity Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.
The principal office where Plainview Capital Equity Partners, LLC performs its advisory services is located at 401 East Pratt Street, Baltimore, MD 21202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410 528 0205 or by fax 410-528-0209. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.plainviewcap.com.