CAPVIEW ADVISORS, LLC.

Overview

Capview Advisors, LLC is a small, fee-based advisory firm that combines direct portfolio management with third-party manager selection. The firm serves individual and family clients alongside institutional and pooled-investment relationships, operating as a capital allocator when appropriate. Its advisory mandate includes direct management of separate accounts for individuals and small businesses, oversight of pooled vehicles, and the selection and oversight of outside advisers. Investment activity emphasizes liquid public markets alongside targeted allocations to externally managed alternative strategies. The firm reports it is not an active ESG investor. Fee arrangements are percentage-of-AUM based, and the business model mixes discretionary and non-discretionary engagement depending on client needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices