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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Daury, Kevin, Matthew | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Daury, Kevin, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Daury, Kevin, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Daury, Kevin, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Daury, Kevin, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Daury, Kevin, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Daury, Kevin, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Daury, Kevin, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Daury, Kevin, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Daury, Kevin, Matthew | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TURNER, JOHN, HENDERSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TURNER, JOHN, HENDERSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TURNER, JOHN, HENDERSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TURNER, JOHN, HENDERSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TURNER, JOHN, HENDERSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TURNER, JOHN, HENDERSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TURNER, JOHN, HENDERSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TURNER, JOHN, HENDERSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TURNER, JOHN, HENDERSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TURNER, JOHN, HENDERSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TURNER, JOHN, HENDERSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VON SCHROETER, CARLO | I | PRESIDENT & MANAGING PARTNER | D | Control |
| VON SCHROETER, CARLO | I | PRESIDENT & MANAGING PARTNER | D | Control |
| VON SCHROETER, CARLO | I | PRESIDENT & MANAGING PARTNER | D | Control |
| VON SCHROETER, CARLO | I | PRESIDENT & MANAGING PARTNER | D | Control |
| VON SCHROETER, CARLO | I | PRESIDENT & MANAGING PARTNER | D | Control |
| VON SCHROETER, CARLO | I | PRESIDENT & MANAGING PARTNER | D | Control |
| VON SCHROETER, CARLO | I | PRESIDENT & MANAGING PARTNER | D | Control |
| VON SCHROETER, CARLO | I | PRESIDENT & MANAGING PARTNER | D | Control |
| VON SCHROETER, CARLO | I | PRESIDENT & MANAGING PARTNER | D | Control |
| VON SCHROETER, CARLO | I | PRESIDENT & MANAGING PARTNER | D | Control |
| VON SCHROETER, CARLO | I | PRESIDENT & MANAGING PARTNER | D | Control |
| VON SCHROETER, CARLO | I | PRESIDENT & MANAGING PARTNER | D | Control |
| VON SCHROETER, CARLO | I | PRESIDENT & MANAGING PARTNER | D | Control |
| VON SCHROETER, CARLO | I | PRESIDENT & MANAGING PARTNER | D | Control |
| VON SCHROETER, CARLO | I | PRESIDENT & MANAGING PARTNER | D | Control |
| VON SCHROETER, CARLO | I | PRESIDENT & MANAGING PARTNER | D | Control |
| VON SCHROETER, CARLO | I | PRESIDENT & MANAGING PARTNER | D | Control |
| WESTVIEW PARENT, INC. | DE | MEMBER | D | Control |
| WESTVIEW PARENT, INC. | DE | MEMBER | D | Control |
| WESTVIEW PARENT, INC. | DE | MEMBER | D | Control |
| WILLIAMS, RICHARD, JEFFREY | I | EXECUTIVE VICE PRESIDENT, CFO & MANAGING PARTNER | D | Control |
| WILLIAMS, RICHARD, JEFFREY | I | EXECUTIVE VICE PRESIDENT, CFO & MANAGING PARTNER | D | Control |
| WILLIAMS, RICHARD, JEFFREY | I | EXECUTIVE VICE PRESIDENT, CFO & MANAGING PARTNER | D | Control |
| WILLIAMS, RICHARD, JEFFREY | I | EXECUTIVE VICE PRESIDENT, CFO & MANAGING PARTNER | D | Control |
| WILLIAMS, RICHARD, JEFFREY | I | EXECUTIVE VICE PRESIDENT, CFO & MANAGING PARTNER | D | Control |
| WILLIAMS, RICHARD, JEFFREY | I | EXECUTIVE VICE PRESIDENT, CFO & MANAGING PARTNER | D | Control |
| WILLIAMS, RICHARD, JEFFREY | I | EXECUTIVE VICE PRESIDENT, CFO & MANAGING PARTNER | D | Control |
| WILLIAMS, RICHARD, JEFFREY | I | EXECUTIVE VICE PRESIDENT, CFO & MANAGING PARTNER | D | Control |
| WILLIAMS, RICHARD, JEFFREY | I | EXECUTIVE VICE PRESIDENT, CFO & MANAGING PARTNER | D | Control |
| WILLIAMS, RICHARD, JEFFREY | I | EXECUTIVE VICE PRESIDENT, CFO & MANAGING PARTNER | D | Control |
| WILLIAMS, RICHARD, JEFFREY | I | EXECUTIVE VICE PRESIDENT & MANAGING PARTNER | D | Control |
| WILLIAMS, RICHARD, JEFFREY | I | EXECUTIVE VICE PRESIDENT & MANAGING PARTNER | D | Control |
| WILLIAMS, RICHARD, JEFFREY | I | EXECUTIVE VICE PRESIDENT & MANAGING PARTNER | D | Control |
| WILLIAMS, RICHARD, JEFFREY | I | EXECUTIVE VICE PRESIDENT & MANAGING PARTNER | D | Control |
| WILLIAMS, RICHARD, JEFFREY | I | EXECUTIVE VICE PRESIDENT & MANAGING PARTNER | D | Control |
| WILLIAMS, RICHARD, JEFFREY | I | EXECUTIVE VICE PRESIDENT & MANAGING PARTNER | D | Control |
| WILLIAMS, RICHARD, JEFFREY | I | EXECUTIVE VICE PRESIDENT & MANAGING PARTNER | D | Control |
| CARROLL, MATTHEW, T | I | MEMBER | C | Control |
| CARROLL, MATTHEW, T | I | MEMBER | C | Control |
| CARROLL, MATTHEW, T | I | MEMBER | C | Control |
| HUNNICUTT, JONATHAN, EDWARD | I | MEMBER | C | Control |
| HUNNICUTT, JONATHAN, EDWARD | I | MEMBER | C | Control |
| HUNNICUTT, JONATHAN, EDWARD | I | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| VON SCHROETER, CARLO | I | WESTVIEW PARENT, INC. | C | Control |
| VON SCHROETER, CARLO | I | WESTVIEW PARENT, INC. | C | Control |
| WILLIAMS, RICHARD, JEFFREY | I | WESTVIEW PARENT, INC. | C | Control |
| WILLIAMS, RICHARD, JEFFREY | I | WESTVIEW PARENT, INC. | C | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (1)
MA
Address
125 HIGH STREETSUITE 2612
BOSTON, MA 02110
United States
Phone: 617-261-2050