Westview Capital Management LLC

Fee-Only (% of Portfolio)

WestView manages private equity funds that invest in operating companies within business services, software, IT services, healthcare technology and outsourcing, and growth industrial sectors. WestView's clients are the private equity funds themselves, not individual investors. The funds' investors are generally accredited individual investors, sophisticated institutional investors, corporate pension plans, and other pooled investment vehicles.

Assets Under Management$2.1B
Clients3
AdvisorsN/A
Avg. per Client$690M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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