VIEWSIDE CAPITAL PARTNERS LP

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
315949
Registered since
March 29, 2024

Firm profile

FINTRX

Overview

Viewside Capital Partners LP is a limited partnership that registered with the SEC in 2024 and operates primarily as a sponsor and general partner of pooled investment vehicles. The firm’s activity centers on originating and managing private equity vehicles where it serves as GP and managing member, taking responsibility for deal sourcing, portfolio oversight and fund-level governance. Viewside is structured to run funds rather than act as a traditional adviser to retail or institutional separate accounts: it reports no advisory clients and is not positioned as a capital allocator to outside managers. The firm is not identified as an active ESG investor and is not flagged as a multi-state adviser. As sponsor/GP, Viewside’s allocation interest is concentrated on privately structured funds where it controls investment selection and portfolio company management through fund-level sponsorship.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

FINTRX

Client base

Client personas

Contacts

2 of 2
  • JOHN WAGNER

    Managing PartnerCRD 3113228

  • STEPHEN RAGGIO

    Managing PartnerCRD 7412141

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

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
3838 Oak Lawn Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth