Overview
A. General Description of the Firm
This Brochure relates to CityView Management Services, LLC (the “Firm”) and its affiliated relying adviser,
CityView Investment Advisors, LP. CityView Management Services, LLC is a real estate investment advisory
and management business with its principal place of business located in California. The Firm began conducting
business in November 2008 and is wholly owned by CityView Holdings Partners, LLC. CityView Holdings
Partners, LLC is controlled either directly or indirectly by Henry Cisneros, Sean Burton, Teresa Cisneros Burton,
J. David Martin and Victor Miramontes. Cisneros Burton Investment Holdings LLC has the majority ownership
of CityView Investment Advisors, LP.
B. Description of the Firm’s Services
The Firm offers real estate investment advisory and management services. The Firm seeks to make and manage
real estate investments on behalf of its clients that are underwritten to meet the investment strategy, criteria and
risk profile of each client. The Firm’s investment strategy primarily includes development, value-add and
opportunistic for-sale and rental residential properties and may include other types of real estate and
infrastructure related investments. For purposes
of this Brochure all references to “client” shall be a reference to
the pooled investment vehicles (“Funds”) and separately managed accounts (“SMAs”) for which the Firm
provides investment advisory services and shall not include the underlying investors in a Fund (i.e., limited
partners) (“Client Investors”), unless otherwise specified.
C. Availability of Customized Services for Individuals Clients
The Firm tailors its services to the particular investment strategy, criteria and/or risk profile that the Firm’s clients
wish to pursue. A particular client’s investment strategy, criteria and/or risk profile will be set forth in the
agreement(s) governing the relationship between the Firm and such client (the “Client Documents”). Client
Investors are subject to the Funds’ investment objectives. Investment objectives for the SMAs are determined
by the account holder.
D. Wrap Fee Programs
The Firm does not participate in wrap fee programs.
E. Assets Under Management
As of December 31, 2023, the total amount of client assets that the Firm was actively managing on a
discretionary basis was $961,045,084 and the total amount of client assets that the Firm was actively managing
on a non-discretionary basis was $0.