# Newview Capital Management, LLC

> Newview Capital Management, LLC is an SEC-registered investment advisory firm in Burlingame, CA, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 29, 2026.

- CRD: 298161
- Filed as: NEWVIEW CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Burlingame, CA
- Filing period: October 2026
- Form ADV filing dated: April 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298161
- AdvisorCensus page: https://advisorcensus.com/firm/newview-capital-management-llc-burlingame-ca-298161

## Quick answers

**How is Newview Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Newview Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Newview Capital Management, LLC charge?**
Its Form ADV Part 2A brochure dated April 29, 2026 states: Asset-based fee: 0.85% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Newview Capital Management, LLC located?**
Newview Capital Management, LLC's principal office is in Burlingame, CA, according to its Form ADV.

**Is Newview Capital Management, LLC registered with the SEC or a state?**
Newview Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 298161.

**How much does Newview Capital Management, LLC manage?**
Newview Capital Management, LLC reports $3,859,337,297 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (100% discretionary).

**How have Newview Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Newview Capital Management, LLC: Regulatory assets under management: $2,816,198,891 in the October 2021 data and $3,859,337,297 in the October 2026 data, up 37%. Total employees: 13 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Newview Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (27).

**Does Newview Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/298161

**What changed in Newview Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 12 to 13.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated April 29, 2026)

- Asset-based fee: 0.85% to 2% a year (a range, as the brochure states it)

> For Funds that charge a Management Fee, the initial Management Fee percentages range from 0.85% to 2.0% per year.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $3,859,337,297
- Discretionary: $3,859,337,297
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 27 | $3,859,337,297 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 22 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nvc.vc
- Facebook @NewViewCap
- Instagram @newviewcap
- LinkedIn @newviewcap
- Pinterest @newviewcapital
- X @newviewcap

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,816,198,891 | 13 | April 28, 2021 |
| October 2022 | $4,099,382,044 | 15 | May 19, 2022 |
| October 2023 | $3,953,094,155 | 18 | March 31, 2023 |
| October 2024 | $3,243,921,904 | 16 | June 13, 2024 |
| October 2025 | $3,299,239,241 | 21 | May 28, 2025 |
| October 2026 | $3,859,337,297 | 22 | April 29, 2026 |

Regulatory assets under management: $2,816,198,891 in the October 2021 data and $3,859,337,297 in the October 2026 data, up 37%.
Total employees: 13 in October 2021 and 22 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 12 to 13.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Newview Capital Management, LLC (CRD 298161): Form ADV filing data as of October 2026.