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
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 organized as an LLC and operates as a private equity manager focused on pooled investment vehicles for institutional clients. The firm registered with the SEC in 2018 and is owned by an individual. Its core activity is sponsoring and managing private pooled funds — it serves as sponsor, general partner, and managing member for the vehicles it runs rather than acting primarily as a third‑party capital allocator. Advisory work centers on portfolio management for those pooled funds. Fee arrangements combine a standard percentage of assets under management with performance‑based compensation. Newview does not report being an active ESG investor and is not positioned as a multi‑state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • YI (BESSIE) WU

    Chief Financial OfficerCRD 7558170

Contacts

2 of 2
  • THOMAS HARTER

    CRD 4926740

  • RAVISHANKAR VISWANATHAN

    FounderCRD 4412523

Wealth teams

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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

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