Westview Capital Management LLC

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Westview Capital Management LLC ✚
CRD #	157839
SEC #	801-74392
CIK #
AUM	$2.1 B (2026-03-31)
Employees	20 (90% Investors, 0% Brokers)
Phone	617-261-2050
Address	125 High Street Boston, MA 02110
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
PE	Westview Capital Partners V LP	[2023-03-31]	0.0	574.5
PE	Westview Capital Partners IV LP	[2018-03-29]	0.0	948.2
PE	Westview Capital Partners III LP	[2014-03-26]	0.0	136.0
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

Form D Directors	# Filings	# Firms
Richard Williams	48	2
General Partner Westview Capital Management III LP	11	2
General Partner of The General Partner Wvcp Management LLC	6	2
Management Company Westview Capital Management Company Inc	2	1
General Partner of The General Partner Wvcp Management V LLC	1	1
Management Company of The Issuer Westview Capital Management Company Inc	1	1
General Partner Westview Capital Management IV LP	1	1
General Partner Westview Capital Management V LP	1	1

Comparable Firms	State	AUM ($B)
OMNI Bridgeway Management USA LLC ✚	NY	2.1
Tiverton Advisors LLC ✚	NC	2.1
NexPhase Capital LP ✚	NY	2.1
Tower Arch Capital LP ✚	UT	2.1
Enlightenment Capital LLC ✚	MD	2.1
Greylion Partners LP ✚	NY	2.1
Gerchen Capital Management LLC ✚	IL	2.1
Long Ridge Capital Management LP ✚	NY	2.1
Goldfinch Partners LP ✚	WA	2.1
Carrick Capital Management Company LLC ✚	CA	2.1

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Westview Capital Management LLC

Assets, Funds, Holdings