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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MACROVIEW INVESTMENT MANAGEMENT LLC

CRD 149621

BETHESDA, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:988d93f6-3dae-d338-b1f8-0421b73637e1

Data as of Feb 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 5
On other graphs: 0
Observed: Nov 18, 2011 to Feb 26, 2026
53 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.64 fund_share=0.02 institutional_share=0.33 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $387MItem 5.F on the latest filing (2026-02-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $387M
Private client RAUM: $250MderivedItem 5.D individuals plus high net worth individuals
Private client share: 64%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $96.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 830
Individual clients: 159
High net worth clients: 66
SEC number: 801-71500
CRD: 149621
Filings on the tape: 53
First filed: Nov 18, 2011
Latest filed: Feb 26, 2026
Organised: Limited Liability Company, MD
Website: macroviewim.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DANIEL JAY COHEN	n/a	BETHESDA, MD	16	28	2	no
MICAH PATASHNIK	Certified Financial Planner	BETHESDA, MD	13	14	n/a	no
MICHAEL R HOFFMAN	Certified Financial Planner	BETHESDA, MD	3	18	5	no
CHRISTOPHER TYLER THOMAS	Certified Financial Planner	BETHESDA, MD	2	23	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COHEN, DANIEL, JAY	MEMBER AND MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER	E	yes	05/2010	Nov 18, 2011	Dec 11, 2024
PATASHNIK, MICAH	PARTNER, DIRECTOR	A	yes	12/2017	Jan 25, 2018	Dec 11, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Columbia	Md	United States	2	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 26, 2026	$387M	$387M	5	4	2	n/a	n/a
2024	Feb 20, 2025	$297M	$297M	5	4	2	n/a	n/a
2023	Feb 29, 2024	$271M	$271M	5	4	1	n/a	n/a
2022	Feb 7, 2023	$197M	$197M	3	3	1	n/a	n/a
2021	Feb 17, 2022	$146M	$146M	4	4	1	n/a	n/a
2020	Feb 1, 2021	$137M	$137M	5	5	1	n/a	n/a
2019	Feb 10, 2020	$127M	$127M	5	5	0	n/a	n/a
2018	Mar 12, 2019	$130M	$130M	5	5	0	n/a	n/a
2017	Jan 25, 2018	$106M	$106M	4	4	0	n/a	n/a
2016	Mar 23, 2017	$92.8M	$92.8M	3	3	n/a	n/a	n/a
2015	Mar 22, 2016	$101M	$101M	3	3	n/a	n/a	n/a
2014	Mar 27, 2015	$214M	$214M	3	3	n/a	n/a	n/a
2013	Mar 21, 2014	$228M	$228M	6	5	n/a	n/a	n/a
2012	Feb 4, 2013	$317M	$317M	7	6	n/a	n/a	n/a
2011	Mar 17, 2012	$224M	$224M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$387M	$297M	30.4%	$197M	25.2%	5	5	2	2

Relationships

Registered with (8)

← CHRISTOPHER TYLER THOMASAdvisorregistration: current employment
Dec 4, 2023 to presentfactForm ADV
← MICHAEL R HOFFMANAdvisorregistration: current employment
Jul 5, 2023 to presentfactForm ADV
← MICAH PATASHNIKAdvisorregistration: current employment
Jul 26, 2013 to presentfactForm ADV
← DANIEL JAY COHENAdvisorregistration: current employment
Jan 12, 2010 to presentfactForm ADV
← DAVID JASON OLSONAdvisorregistration: previous registration
Aug 29, 2017 to Nov 16, 2022factForm ADV
← BENJAMIN RICHARD CORSONAdvisorregistration: previous registration
Aug 22, 2012 to Feb 17, 2022factForm ADV
← ROBERT ANDREW WIEDEMERAdvisorregistration: previous registration
Mar 3, 2011 to Mar 25, 2015factForm ADV
← Michael S. CalkinAdvisorregistration: previous registration
Apr 16, 2012 to Jan 10, 2014factForm ADV

Controls (2)

← COHEN, DANIEL, JAYOwnerMEMBER AND MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER, ownership code E, individual
Nov 18, 2011 to Dec 11, 2024factForm ADV
← PATASHNIK, MICAHOwnerPARTNER, DIRECTOR, ownership code A, individual
Jan 25, 2018 to Dec 11, 2024factForm ADV

Dated events

Occurred
Feb 7, 2023
Control person left
Chandra Rahul Prakash (Managing Member And Senior Partner) no longer on Schedule A of Macroview Investment Management Llc (listed 2022-07-25, absent 2023-02-07)
Form ADVobserved 6 days ago
Occurred
Nov 16, 2022
Advisor changed firm
David Jason Olson left Macroview Investment Management Llc for Alpha Dna Investment Management (registered 2017-09-27)
Form ADVobserved 6 days ago
Occurred
Feb 17, 2022
Control person left
Richard Benjamin Corson (Director, Trading And Operations) no longer on Schedule A of Macroview Investment Management Llc (listed 2021-10-13, absent 2022-02-17)
Form ADVobserved 6 days ago
Occurred
Feb 17, 2022
Advisor changed firm
Benjamin Richard Corson left Macroview Investment Management Llc for Hemington Wealth Management (registered 2022-03-01)
Form ADVobserved 6 days ago
Occurred
Jul 8, 2019
Control person joined
Chandra Rahul Prakash (Managing Member And Senior Partner) appeared on Schedule A of Macroview Investment Management Llc
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:988d93f6-3dae-d338-b1f8-0421b73637e1
First observed: Nov 18, 2011
Last observed: Feb 26, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MACROVIEW INVESTMENT MANAGEMENT LLC

CRD 149621

BETHESDA, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:988d93f6-3dae-d338-b1f8-0421b73637e1

Data as of Feb 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:47 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DANIEL JAY COHEN

n/a

BETHESDA, MD

MICAH PATASHNIK

Certified Financial Planner

BETHESDA, MD

n/a

MICHAEL R HOFFMAN

Certified Financial Planner

BETHESDA, MD

CHRISTOPHER TYLER THOMAS

Certified Financial Planner

BETHESDA, MD

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COHEN, DANIEL, JAY

MEMBER AND MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER

yes

05/2010

Nov 18, 2011

Dec 11, 2024

PATASHNIK, MICAH

PARTNER, DIRECTOR

yes

12/2017

Jan 25, 2018

Dec 11, 2024

City

State

Country

Employees

Also broker-dealer

Columbia

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 26, 2026

$387M

n/a

2024

Feb 20, 2025

$297M

n/a

2023

Feb 29, 2024

$271M

n/a

2022

Feb 7, 2023

$197M

n/a

2021

Feb 17, 2022

$146M

n/a

2020

Feb 1, 2021

$137M

n/a

2019

Feb 10, 2020

$127M

n/a

2018

Mar 12, 2019

$130M

n/a

2017

Jan 25, 2018

$106M

n/a

2016

Mar 23, 2017

$92.8M

n/a

2015

Mar 22, 2016

$101M

n/a

2014

Mar 27, 2015

$214M

n/a

2013

Mar 21, 2014

$228M

n/a

2012

Feb 4, 2013

$317M

n/a

2011

Mar 17, 2012

$224M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$387M

$297M

30.4%

$197M

25.2%