|
⚲
|
| Keyboard |
| Fieldview Capital Management LLC
✚
|
|
|---|---|
| CRD # | 332308 |
| SEC # | 801-130937 |
| CIK # | 0002040221 |
| AUM | 712.5 M (2026-03-06) |
| Employees | 14 (57% Investors, 0% Brokers) |
| Phone | 269-479-1493 |
| Address | 2003 Morris Drive Niles, MI 49120 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| First Citizens Bancshares Inc /DE/ | 3.7 | ||
| Wesbanco Inc | 3.5 | ||
| Biogen IDEC Inc | 3.2 | ||
| Teradyne Inc | 3.2 | ||
| Popular Inc | 3.2 | ||
| Broadstone Net Lease Inc | 2.8 | ||
| National Health Investors Inc | 2.8 | ||
| Darling International Inc | 2.7 | ||
| Autozone Inc | 2.6 | ||
| Five Below Inc | 2.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 712.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 712.5 |
| By Discretionary | ||
| Discretionary | 4 | 712.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 712.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 712.5 | |
| Total | 4 | 712.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002040221] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| LEI | 254900MXP6JY2LSSD966 |
| Comparable Firms | State | AUM |
|---|---|---|
|
FS Credit Income Advisor LLC
✚
|
PA | 726.2 M |
|
Incasa LLC
✚
|
FL | 725.2 M |
|
3Fourteen & SMI Advisory Services LLC
✚
|
IN | 723.0 M |
|
Decagon Asset Management US LP
✚
|
NY | 720.8 M |
|
Taiber Kosmala & Associates LLC
✚
|
IL | 716.7 M |
|
USCF Advisers LLC
✚
|
CA | 714.9 M |
|
Alpha Investment Consulting Group LLC
✚
|
WI | 713.6 M |
|
By Crypto Management LLC
✚
|
AR | 712.9 M |
|
Propel Venture Partners Management Co LLC
✚
|
CA | 703.6 M |
|
Asset Growth Solutions LLC
✚
|
AZ | 702.7 M |