HILLVIEW CAPITAL ADVISORS, LLC
CRD #109071 SEC #801-56284 WAYNE, PA 484-708-4720
SEC Registered Private Funds
Total AUM
$848.7M
Discretionary
$649.2M
Employees
12
Clients
51
Accounts
328
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2019
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRACKEN, JOSEPH, ALOYSIUS | I | MEMBER INVESTMENT COMMITTEE AND DIRECTOR OF CLIENT SERVICES | NA | Control |
| BRACKEN, JOSEPH, ALOYSIUS | I | MEMBER INVESTMENT COMMITTEE AND DIRECTOR OF CLIENT SERVICES | NA | Control |
| CONNOR, BRENDAN, THOMAS SOCHIN | I | PARTNER, MEMBER OF INVESTMENT COMMITTEE, PRINCIPAL | NA | Control |
| CONNOR, BRENDAN, THOMAS SOCHIN | I | PARTNER, MEMBER OF INVESTMENT COMMITTEE, PRINCIPAL | NA | Control |
| CONNOR, BRENDAN, THOMAS SOCHIN | I | PARTNER, MEMBER OF INVESTMENT COMMITTEE, PRINCIPAL | NA | Control |
| CONNOR, BRENDAN, THOMAS SOCHIN | I | PARTNER, MEMBER OF INVESTMENT COMMITTEE, PRINCIPAL | NA | Control |
| CONNOR, BRENDAN, THOMAS SOCHIN | I | PARTNER, MEMBER OF INVESTMENT COMMITTEE, PRINCIPAL | NA | Control |
| DOUCETTE, ALEXANDER, BAILYE | I | PARTNER, MEMBER OF INVESTMENT COMMITTEE | NA | Control |
| JOHNSON, GILLIAN, M | I | CHIEF OPERATING OFFICER | NA | Control |
| JOHNSON, GILLIAN, M | I | CHIEF OPERATING OFFICER | NA | Control |
| JOHNSON, GILLIAN, MARYA | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, GILLIAN, MARYA | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, GILLIAN, MARYA | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, ELIZABETH, ANNE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KELLY, ELIZABETH, ANNE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KELLY, ELIZABETH, ANNE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KELLY, ELIZABETH, ANNE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KELLY, ELIZABETH, ANNE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KELLY, ELIZABETH, ANNE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KELLY, ELIZABETH, ANNE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KELLY, ELIZABETH, ANNE | I | PARTNER, CHIEF FINANCIAL OFFICER | NA | Control |
| KELLY, ELIZABETH, ANNE | I | PARTNER, CHIEF FINANCIAL OFFICER | NA | Control |
| KELLY, ELIZABETH, ANNE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KELLY, ELIZABETH, ANNE | I | PARTNER, CHIEF FINANCIAL OFFICER | NA | Control |
| KELLY, ELIZABETH, ANNE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KELLY, ELIZABETH, ANNE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KELLY, ELIZABETH, ANNE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KELLY, ELIZABETH, ANNE | I | PARTNER, CHIEF FINANCIAL OFFICER | NA | Control |
| KELLY, ELIZABETH, ANNE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KELLY, ELIZABETH, ANNE | I | PARTNER, CHIEF FINANCIAL OFFICER | NA | Control |
| KELLY, ELIZABETH, ANNE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KELLY, ELIZABETH, ANNE | I | PARTNER, CHIEF FINANCIAL OFFICER | NA | Control |
| KELLY, ELIZABETH, ANNE | I | PARTNER, CHIEF FINANCIAL OFFICER | NA | Control |
| KELLY, ELIZABETH, ANNE | I | PARTNER, CHIEF FINANCIAL OFFICER | NA | Control |
| KELLY, ELIZABETH, ANNE | I | PARTNER, CHIEF FINANCIAL OFFICER | NA | Control |
| KELLY, ELIZABETH, ANNE | I | PARTNER, CHIEF FINANCIAL OFFICER | NA | Control |
| MADDEN, JAMES, FRANCIS | I | MEMBER OF INVESTMENT COMMITTEE, PRINCIPAL | NA | Control |
| MADDEN, JAMES, FRANCIS | I | MEMBER OF INVESTMENT COMMITTEE, PRINCIPAL | NA | Control |
| MADDEN, JAMES, FRANCIS | I | MEMBER OF INVESTMENT COMMITTEE, PRINCIPAL | NA | Control |
| MADDEN, JAMES, FRANCIS | I | MEMBER, INVESTMENT COMMITTEE, PRINCIPAL | NA | Control |
| MADDEN, JAMES, FRANCIS | I | MEMBER, INVESTMENT COMMITTEE | NA | Control |
| MADDEN, JAMES, FRANCIS | I | MEMBER OF INVESTMENT COMMITTEE, PRINCIPAL | NA | Control |
| MADDEN, JAMES, FRANCIS | I | MEMBER OF INVESTMENT COMMITTEE, PRINCIPAL | NA | Control |
| MADDEN, JAMES, FRANCIS | I | MEMBER OF INVESTMENT COMMITTEE, PRINCIPAL | NA | Control |
| MADDEN, JAMES, FRANCIS | I | MEMBER OF INVESTMENT COMMITTEE, PRINCIPAL | NA | Control |
| MADDEN, JAMES, FRANCIS | I | PARTNER, DIRECTOR OF CLIENT SERVICE | NA | Control |
| MADDEN, JAMES, FRANCIS | I | PARTNER, DIRECTOR OF CLIENT SERVICE | NA | Control |
| MADDEN, JAMES, FRANCIS | I | MEMBER OF INVESTMENT COMMITTEE, PRINCIPAL | NA | Control |
| MADDEN, JAMES, FRANCIS | I | PARTNER, DIRECTOR OF CLIENT SERVICE | NA | Control |
| MADDEN, JAMES, FRANCIS | I | MEMBER OF INVESTMENT COMMITTEE, PRINCIPAL | NA | Control |
| MADDEN, JAMES, FRANCIS | I | MEMBER OF INVESTMENT COMMITTEE, PRINCIPAL | NA | Control |
| MADDEN, JAMES, FRANCIS | I | MEMBER OF INVESTMENT COMMITTEE, PRINCIPAL | NA | Control |
| MADDEN, JAMES, FRANCIS | I | PARTNER, DIRECTOR OF CLIENT SERVICE | NA | Control |
| MADDEN, JAMES, FRANCIS | I | MEMBER OF INVESTMENT COMMITTEE, PRINCIPAL | NA | Control |
| MADDEN, JAMES, FRANCIS | I | PARTNER, DIRECTOR OF CLIENT SERVICE | NA | Control |
| MADDEN, JAMES, FRANCIS | I | MEMBER OF INVESTMENT COMMITTEE, PRINCIPAL, CHIEF COMPLIANCE OFFICER | NA | Control |
| MADDEN, JAMES, FRANCIS | I | PARTNER, MANAGING DIRECTOR OF CLIENT WEALTH ADVISORY SERVICES | NA | Control |
| MADDEN, JAMES, FRANCIS | I | PARTNER, MANAGING DIRECTOR OF CLIENT WEALTH ADVISORY SERVICES | NA | Control |
| MADDEN, JAMES, FRANCIS | I | PARTNER, MANAGING DIRECTOR OF CLIENT WEALTH ADVISORY SERVICES | NA | Control |
| MADDEN, JAMES, FRANCIS | I | PARTNER, MANAGING DIRECTOR OF CLIENT WEALTH ADVISORY SERVICES | NA | Control |
| MADDEN, JAMES, FRANCIS | I | PARTNER, MANAGING DIRECTOR OF CLIENT WEALTH ADVISORY SERVICES | NA | Control |
| MONKS, CARMEN, RICHARD | I | MEMBER INVESTMENT COMMITTEE | NA | Control |
| PLATKIN, PAUL, STUART | I | PARTNER, CHIEF INVESTMENT OFFICER | NA | Control |
| PLATKIN, PAUL, STUART | I | PARTNER, CHIEF INVESTMENT OFFICER | NA | Control |
| PLATKIN, PAUL, STUART | I | PARTNER, CHIEF INVESTMENT OFFICER | NA | Control |
| PLATKIN, PAUL, STUART | I | PARTNER, CHIEF INVESTMENT OFFICER | NA | Control |
| PLOSCHKE, LISA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PLOSCHKE, LISA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PLOSCHKE, LISA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PLOSCHKE, LISA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PLOSCHKE, LISA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PLOSCHKE, LISA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PLOSCHKE, LISA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REESE, CATHERINE, T | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REESE, CATHERINE, T | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REESE, CATHERINE, T | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REESE, CATHERINE, T | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REESE, CATHERINE, T | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REESE, CATHERINE, T | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REESE, CATHERINE, T | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REESE, CATHERINE, T | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REESE, CATHERINE, T | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REESE, CATHERINE, T | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REESE, CATHERINE, T | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REESE, CATHERINE, T | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHAEFER, ELIZABETH, ELENA | I | CHIEF INVESTMENT OFFICER, MEMBER OF INVESTMENT COMMITTEE | NA | Control |
| SCHAEFER, ELIZABETH, ELENA | I | CHIEF INVESTMENT OFFICER, MEMBER OF INVESTMENT COMMITTEE | NA | Control |
| SCHAEFER, ELIZABETH, ELENA | I | CHIEF INVESTMENT OFFICER, MEMBER OF INVESTMENT COMMITTEE | NA | Control |
| SCHAEFER, ELIZABETH, ELENA | I | CHIEF INVESTMENT OFFICER, MEMBER OF INVESTMENT COMMITTEE | NA | Control |
| SCHAEFER, ELIZABETH, ELENA | I | CHIEF INVESTMENT OFFICER, MEMBER OF INVESTMENT COMMITTEE | NA | Control |
| WHITE, DANIELLE, LAUREN | I | PARTNER, DIRECTOR OF WEALTH ADVISORY SERVICES | NA | Control |
| HILLVIEW ACQUISITION COMPANY | DE | OWNER | D | Control |
| HILLVIEW ACQUISITION COMPANY | DE | OWNER | D | Control |
| HOCHBERG, JONATHAN, JAY | I | OWNER, MANAGING MEMBER, PRESIDENT, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| HOCHBERG, JONATHAN, JAY | I | OWNER, MANAGING MEMBER, PRESIDENT, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| HOCHBERG, JONATHAN, JAY | I | OWNER, MANAGING MEMBER, PRESIDENT, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| HOCHBERG, JONATHAN, JAY | I | OWNER, MANAGING MEMBER, PRESIDENT, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| HOCHBERG, JONATHAN, JAY | I | OWNER, MANAGING MEMBER, PRESIDENT, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| HOCHBERG, JONATHAN, JAY | I | OWNER, MANAGING MEMBER, PRESIDENT, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| HOCHBERG, JONATHAN, JAY | I | OWNER, MANAGING MEMBER, PRESIDENT, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| HOCHBERG, JONATHAN, JAY | I | OWNER, MANAGING MEMBER, PRESIDENT, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| HOCHBERG, JONATHAN, JAY | I | OWNER, MANAGING MEMBER, PRESIDENT, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| HOCHBERG, JONATHAN, JAY | I | OWNER, MANAGING MEMBER, PRESIDENT, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| HOCHBERG, JONATHAN, JAY | I | OWNER, MANAGING MEMBER, PRESIDENT, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| HOCHBERG, JONATHAN, JAY | I | OWNER, MANAGING MEMBER, PRESIDENT, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| HOCHBERG, JONATHAN, JAY | I | OWNER, MANAGING MEMBER, PRESIDENT, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| HOCHBERG, JONATHAN, JAY | I | OWNER, MANAGING MEMBER, PRESIDENT, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| HOCHBERG, JONATHAN, JAY | I | OWNER, MANAGING MEMBER, PRESIDENT, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| HOCHBERG, JONATHAN, JAY | I | OWNER, MANAGING MEMBER, PRESIDENT, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| HOCHBERG, JONATHAN, JAY | I | OWNER, MANAGING MEMBER, PRESIDENT, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| HOCHBERG, JONATHAN, JAY | I | OWNER, MANAGING MEMBER, PRESIDENT, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| HOCHBERG, JONATHAN, JAY | I | OWNER, MANAGING MEMBER, PRESIDENT, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| HOCHBERG, JONATHAN, JAY | I | OWNER, MANAGING MEMBER, PRESIDENT, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| HOCHBERG, JONATHAN, JAY | I | OWNER, MANAGING MEMBER, PRESIDENT, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| HOCHBERG, JONATHAN, JAY | I | OWNER, MANAGING MEMBER, PRESIDENT, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| SPUNGEN, DAVID, MICHAEL | I | OWNER, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| SPUNGEN, DAVID, MICHAEL | I | OWNER, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| SPUNGEN, DAVID, MICHAEL | I | OWNER, MANAGING MEMBER, PRESIDENT, MEMBER INVESTMENT COMMITTEE | D | Control |
| SPUNGEN, DAVID, MICHAEL | I | OWNER, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| SPUNGEN, DAVID, MICHAEL | I | OWNER, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| SPUNGEN, DAVID, MICHAEL | I | OWNER, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| SPUNGEN, DAVID, MICHAEL | I | OWNER, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| SPUNGEN, DAVID, MICHAEL | I | OWNER, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| SPUNGEN, DAVID, MICHAEL | I | OWNER, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| SPUNGEN, DAVID, MICHAEL | I | OWNER, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| SPUNGEN, DAVID, MICHAEL | I | OWNER, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| SPUNGEN, DAVID, MICHAEL | I | OWNER, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| SPUNGEN, DAVID, MICHAEL | I | OWNER, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| SPUNGEN, DAVID, MICHAEL | I | OWNER, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| SPUNGEN, DAVID, MICHAEL | I | OWNER, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| SPUNGEN, DAVID, MICHAEL | I | OWNER, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| SPUNGEN, DAVID, MICHAEL | I | OWNER, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| SPUNGEN, DAVID, MICHAEL | I | OWNER, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| SPUNGEN, DAVID, MICHAEL | I | OWNER, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| SPUNGEN, DAVID, MICHAEL | I | OWNER, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| SPUNGEN, DAVID, MICHAEL | I | OWNER, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| SPUNGEN, DAVID, MICHAEL | I | OWNER, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| SPUNGEN, DAVID, MICHAEL | I | OWNER, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, MEMBER OF INVESTMENT COMMITTEE | D | Control |
| ASSET MANAGEMENT INVESTMENT COMPANY PLC | FE | MEMBER | C | Control |
| HOCHBERG, JONATHAN, JAY | I | OWNER, MANAGING MEMBER, PRESIDENT, MEMBER OF INVESTMENT COMMITTEE | C | Control |
| SOBELMAN, GARY, RICHARD | I | OWNER, MANAGING MEMBER, VICE PRESIDENT, MEMBER INVESTMENT COMMITTEE | C | Control |
| SPUNGEN, DAVID, MICHAEL | I | OWNER, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, MEMBER OF INVESTMENT COMMITTEE | C | Control |
| SOBELMAN, GARY, RICHARD | I | OWNER, MANAGING PARTNER, VICE PRESIDENT, MEMBER INVESTMENT COMMITTEE | B | Control |
| SOBELMAN, GARY, RICHARD | I | OWNER, MANAGING PARTNER, VICE PRESIDENT, MEMBER INVESTMENT COMMITTEE | B | Control |
| SPUNGEN, DAVID, MICHAEL | I | OWNER, MANAGING PARTNER, PRESIDENT, MEMBER INVESTMENT COMMITTEE | B | Control |
| SPUNGEN, DAVID, MICHAEL | I | OWNER, MANAGING PARTNER, PRESIDENT, MEMBER INVESTMENT COMMITTEE | B | Control |
| BRACKEN, JOSEPH, ALOYSIUS | I | OWNER, CHIEF OPERATING OFFICER, MEMBER INVESTMENT COMMITTEE | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FLEET BOSTON CORPORATION | DE | BANCBOSTON VENTURES, INC. | E | Control |
| FLEET BOSTON CORPORATION | DE | BANCBOSTON VENTURES, INC. | E | Control |
| VALUE ASSET MANAGEMENT, INC. | DE | VAM ACQUISITION COMPANY | E | Control |
| VALUE ASSET MANAGEMENT, INC. | DE | VAM ACQUISITION COMPANY | E | Control |
| VAM ACQUISITION COMPANY | DE | HILLVIEW ACQUISITION COMPANY | E | Control |
| VAM ACQUISITION COMPANY | DE | HILLVIEW ACQUISITION COMPANY | E | Control |
| BANCBOSTON VENTURES, INC. | DE | VALUE ASSET MANAGEMENT, INC. | C | Control |
| BANCBOSTON VENTURES, INC. | DE | VALUE ASSET MANAGEMENT, INC. | C | Control |
Registrations
Federal
IA
Mar 26, 2019 REGISTERED
Notice Filings (9)
CT FL MA MD NH NJ NY PA TX
Address
1200 LIBERTY RIDGE DRIVESUITE 130
WAYNE, PA 19087
United States
Phone: 484-708-4720