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| Happy Holidays!! thanks for using AUM13F!! |
| Westview Capital Management LLC
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|---|---|
| CRD # | 157839 |
| SEC # | 801-74392 |
| CIK # | |
| AUM | $2.1 B (2025-03-31) |
| Employees | 21 (90% Investors, 0% Brokers) |
| Phone | 617-261-2050 |
| Address | 125 High Street Boston, MA 02110 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Westview Capital Partners V LP | [2023-03-31] | 0.0 | 273.3 |
| PE | Westview Capital Partners IV LP | [2018-03-29] | 0.0 | 808.3 |
| PE | Westview Capital Partners III LP | [2014-03-26] | 0.0 | 118.4 |
| 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 ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 2.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 2.1 |
| By Discretionary | ||
| Discretionary | 3 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 3 | 2.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Diversis Capital Management LP
✚
|
CA | 2.1 |
|
SR One Capital Management LP
✚
|
PA | 2.1 |
|
New 2nd Capital Advisors LP
✚
|
NY | 2.1 |
|
MJE - Loop Capital Partners LLC
✚
|
NY | 2.1 |
|
Recognize Partners LP
✚
|
NY | 2.1 |
|
Clearview Capital LP
✚
|
CT | 2.1 |
|
Aksia CA LLC
✚
|
CA | 2.1 |
|
K5 Global Advisor LLC
✚
|
2.1 | |
|
Westech Investment Advisors LLC
✚
|
CA | 2.1 |
|
Goldfinch Partners LP
✚
|
WA | 2.1 |