MACROVIEW INVESTMENT MANAGEMENT LLC

CRD

149621

SEC file #

801-71500

EIN

264133685

DBA names

—

Economics

AUM

$387.1M

AUM band

$100M-$500M

AUM trajectory

'20 · $129.8M

'21 · $126.8M

'22 · $145.8M

'23 · $145.8M

'25 · $296.9M

'26 · $387.1M

'20'26

$129.8M → $387.1M▲ +198%

sec adv history

Client mix

Individuals Other	159
Individuals High Net Worth	66
Pension Profit Sharing Plans	14
Corporations	10

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 5 advisors

'21 · 5 advisors

'22 · 4 advisors

'23 · 4 advisors

'25 · 4 advisors

'26 · 4 advisors

'20'26

5 advisors → 4 advisors▼ -20%

sec adv history

Primary office

BETHESDA MD

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers

Fee basis

% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing

02/26/2026

ADV-W filed at

—

Website

macroviewim.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

COHEN, DANIEL, JAY

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

COHEN, DANIEL, JAY

PATASHNIK, MICAH

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

MACROVIEWIM.COM

Rdap Domain Creation Date

2013-04-22T18:25:31Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

174,706

Form 5500 Compensation Trajectory 3y

2025	166,526
2026	8,180

Form 5500 Plan Count Trajectory 3y

2025	4
2026	1

Schedule C Total Compensation

174,706

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001551727

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2012-06-12

Edgar Last Filing Date

2026-05-08

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-08

Accession0001214659-26-005774

Edgar Former Names

ABSOLUTE INVESTMENT MANAGEMENT LLC

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4
Fidelity	2

adv brochure

Edgar Addresses

Mailing

4800 HAMPDEN LANESUITE 200BETHESDA, MD 20814

Business

4800 HAMPDEN LANESUITE 200BETHESDA, MD 20814

Edgar EIN

264133685

Edgar Recent Filings

13F-HR2026-05-08 · 0001214659-26-005774

13F-HR2026-02-05 · 0001214659-26-001246

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2028-04-22T18:25:31Z

Rdap Domain Last Changed

2023-04-23T18:33:17Z

Rdap Nameservers

Ns2.wixdns.netNs3.wixdns.net

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

2960336

Trust Company Affiliate