LONE VIEW CAPITAL

RIASEC RegisteredEst. 2022
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$199M
Accounts
8
Employees
21
Advisory reps
3

Firm details

Headquarters
Los Angeles, California
CRD number
321209
Registered since
June 13, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lone View Capital operates as a limited partnership focused on managing pooled private investment vehicles for institutional clients. The firm serves as sponsor, general partner and managing member on its funds, with portfolio management centered around private equity while also allocating to a range of alternative strategies. Lone View Capital charges both a percentage-of-assets fee and performance-based fees, a structure that aligns its compensation with fund performance and active asset management. The firm identifies as an active ESG investor, which factors into manager selection, due diligence and ongoing portfolio monitoring. Lone View Capital is not positioned as a broad capital allocator or pension consultant; instead its activity is concentrated on operating and overseeing pooled investment vehicles where it frequently takes governance and control roles. Its SEC registration began in 2022 and its client base is institutional.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • EVE TSZ PUI CHAN

    Chief Financial OfficerCRD 6154537

Contacts

2 of 2
  • RISHI CHANDNA

    Managing PartnerCRD 6628101

  • DOUGLAS CETO

    PartnerCRD 5558252

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
11611 San Vicente Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth