WESTVIEW CAPITAL MANAGEMENT LLC
CRD #157839 SEC #801-74392 BOSTON, MA 617-261-2050
SEC Registered Private Funds
Total AUM
$2.1B
Discretionary
$2.1B
Employees
21
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.1B | $2.1B | $0 | 21 | 3 |
| Mar 2024 | $2.1B | $2.1B | $0 | 18 | 3 |
| Jun 2023 | $2.1B | $2.1B | $0 | 17 | 3 |
| Mar 2023 | $2.1B | $2.1B | $0 | 16 | 3 |
| Mar 2022 | $1.2B | $1.2B | $0 | 16 | 3 |
| Mar 2021 | $1.2B | $1.2B | $0 | 16 | 3 |
| Mar 2020 | $1.4B | $1.4B | $0 | 14 | 4 |
| Mar 2019 | $1.4B | $1.4B | $0 | 13 | 4 |
| Mar 2018 | $1.6B | $1.6B | $0 | 13 | 4 |
| Mar 2017 | $686.1M | $686.1M | $0 | 12 | 1 |
| Apr 2016 | $763.2M | $763.2M | $0 | 11 | 1 |
| Mar 2016 | $763.2M | $763.2M | $0 | 11 | 1 |
| Apr 2015 | $969.6M | $969.6M | $0 | 11 | 1 |
| Mar 2015 | $969.6M | $969.6M | $0 | 11 | 1 |
| Mar 2014 | $934.7M | $934.7M | $0 | 11 | 1 |
| Mar 2013 | $506.5M | $506.5M | $0 | 10 | 1 |
| Jan 2013 | $524.8M | $524.8M | $0 | 10 | 1 |
| Jun 2012 | $524.8M | $524.8M | $0 | -- | 1 |
| Feb 2012 | $524.8M | $524.8M | $0 | -- | 1 |
DateMar 2025
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees21
Clients3
DateMar 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees18
Clients3
DateJun 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees17
Clients3
DateMar 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees16
Clients3
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees16
Clients3
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees16
Clients3
DateMar 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients4
DateMar 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees13
Clients4
DateMar 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees13
Clients4
DateMar 2017
Total AUM$686.1M
Discretionary$686.1M
Non-Disc.$0
Employees12
Clients1
DateApr 2016
Total AUM$763.2M
Discretionary$763.2M
Non-Disc.$0
Employees11
Clients1
DateMar 2016
Total AUM$763.2M
Discretionary$763.2M
Non-Disc.$0
Employees11
Clients1
DateApr 2015
Total AUM$969.6M
Discretionary$969.6M
Non-Disc.$0
Employees11
Clients1
DateMar 2015
Total AUM$969.6M
Discretionary$969.6M
Non-Disc.$0
Employees11
Clients1
DateMar 2014
Total AUM$934.7M
Discretionary$934.7M
Non-Disc.$0
Employees11
Clients1
DateMar 2013
Total AUM$506.5M
Discretionary$506.5M
Non-Disc.$0
Employees10
Clients1
DateJan 2013
Total AUM$524.8M
Discretionary$524.8M
Non-Disc.$0
Employees10
Clients1
DateJun 2012
Total AUM$524.8M
Discretionary$524.8M
Non-Disc.$0
Employees--
Clients1
DateFeb 2012
Total AUM$524.8M
Discretionary$524.8M
Non-Disc.$0
Employees--
Clients1