Westview Capital Management LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 157839
- Registered since
- March 30, 2012
- Website
- wvcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Westview Capital Management LLC is an SEC-registered investment manager organized as an LLC and operating since 2012. The firm positions itself as a private equity sponsor and adviser focused on pooled investment vehicles; its client base is institutional rather than retail. Westview acts as an adviser and sponsor/GP for private funds and reports no active ESG investing program. Its compensation structure combines a percentage of assets under management with performance-based fees.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Kevin Daury
CFO & CCOCRD 6775992
Contacts
2 of 2
Jonathan Hunnicutt
Managing PartnerCRD 2912609
Matthew Carroll
Managing PartnerCRD 2667036
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 125 High St
- Time zone
- ET (UTC-5)
- Office locations
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