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Plainview Capital Equity Partners, LLC (Baltimore)


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.

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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.

Plainview Capital Equity Partners: assets under management

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 firm manages $30 million in discretionary accounts and $200 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $15 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $200 million.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Jason Whitney Hodell Managing member 1 Aug 2003 Other 3104873

Based in Baltimore

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.


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