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| Westview Capital Management LLC
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|---|---|
| CRD # | 157839 |
| SEC # | 801-74392 |
| CIK # | |
| AUM | 2,116.1 M (2026-03-31) |
| Employees | 20 (90% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-261-2050 |
| Address | 125 High Street Boston, MA 02110 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Westview Capital Partners V LP | [2023-03-31] | 574.5 M | |
| Filed 2022-12-14 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Westview Capital Partners IV LP | [2018-03-29] | 948.2 M | |
| Filed 2017-12-01 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Westview Capital Partners III LP | [2014-03-26] | 136.0 M | |
| Offered $430,000,000 · Filed 2013-05-01 (D) · Exemption 506, 3(c), 3(c)(1), 3(c)(7) · Remaining $430,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Westview Capital Partners II LP | [2012-02-22] | 3.5 M | |
| PE | Westview Capital Partners LP | 2012-02-22 | 0.0 M | |
| AUM Breakdown | Accounts | AUM ($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 | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Richard Williams | Executive Officer | 48 | 2 | |
| General Partner Westview Capital Management III LP | Promoter | 11 | 2 | |
| General Partner of The General Partner Wvcp Management LLC | Promoter | 6 | 2 | |
| Management Company Westview Capital Management Company Inc | Promoter | 2 | 1 | |
| General Partner of The General Partner Wvcp Management V LLC | Promoter | 1 | 1 | |
| Management Company of The Issuer Westview Capital Management Company Inc | Promoter | 1 | 1 | |
| General Partner Westview Capital Management IV LP | Promoter | 1 | 1 | |
| General Partner Westview Capital Management V LP | Promoter | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.9B |
| Clients | 3 |
| Serves | Institutional |
| Fund Types | Private Equity |
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