Newview Capital Management, LLC

RIASEC RegisteredEst. 2018
Total AUM
$3.9B
Discretionary
$3.9B
100% of AUM
Avg account
$143M
Accounts
27
Employees
22
Advisory reps
3

Firm details

Headquarters
Burlingame, California
CRD number
298161
Registered since
September 21, 2018
Website
www.nvc.vc
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Newview Capital Management, LLC is a privately owned investment manager that operates as a private equity fund sponsor and general partner. The firm is SEC-registered (since 2018) and serves institutional clients through pooled investment vehicles; its advisory activity is focused on portfolio management for those pooled vehicles. Newview charges both a percentage-of-assets fee and performance-based fees for its funds. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Newview functions as a manager and sponsor of private funds rather than a pure capital allocator. Its organizational form is a limited liability company and its ownership is listed as individual, indicating concentrated ownership or control at the partner level.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Yi (bessie) Wu

    Yi (bessie) Wu

    Chief Financial OfficerCRD 7558170

Contacts

2 of 2
  • Ravishankar Viswanathan

    Ravishankar Viswanathan

    FounderCRD 4412523

  • Thomas Harter

    CRD 4926740

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

FINTRX

Location

Primary office

Burlingame, CA

San Mateo

Location

Burlingame, CA

Headquartered in Burlingame, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
1201 Howard Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth