|
⚲
|
| Westview Capital Management Company Inc
✚
|
|
|---|---|
| CRD # | 157839 |
| SEC # | 801-74392 |
| CIK # | |
| AUM | $2.1 BB (2023-03-31) |
| Employees | 16 (88% Investors, 0% Brokers) |
| Phone | 617-261-2050 |
| Address | 125 High Street Boston, MA 02110 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Westview Capital Partners V LP | [2023-03-31] | 0.0 | 0.0 |
| PE | Westview Capital Partners IV LP | [2018-03-29] | 0.0 | 723.1 |
| PE | Westview Capital Partners III LP | [2014-03-26] | 0.0 | 302.4 |
| PE | Westview Capital Partners II LP | [2012-02-22] | 3.5 | |
| PE | Westview Capital Partners LP | 2012-02-22 | 0.0 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 2.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 2.1 |
| By Discretionary | ||
| Discretionary | 3 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 3 | 2.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
DVSM LP
✚
|
OR | 2.1 |
|
Dextra Advisors LLC
✚
|
NY | 2.1 |
|
Crosspoint Capital Partners LP
✚
|
CA | 2.1 |
|
Sunstone Partners Management LLC
✚
|
CA | 2.1 |
|
Creation Investments Capital Management LLC
✚
|
IL | 2.1 |
|
Human Capital Investment Management LLC
✚
|
CA | 2.1 |
|
Juniper Capital Advisors LP
✚
|
TX | 2.1 |
|
Aterian Investment Management LP
✚
|
NY | 2.1 |
|
Essex Woodlands Management Inc
✚
|
TX | 2.1 |
|
Grounded Capital LLC
✚
|
CA | 2.1 |