# Westview Capital Management LLC

> Westview Capital Management LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 157839
- Filed as: WESTVIEW CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157839
- AdvisorCensus page: https://advisorcensus.com/firm/westview-capital-management-llc-boston-ma-157839

## Quick answers

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

**Where is Westview Capital Management LLC located?**
Westview Capital Management LLC's principal office is in Boston, MA, according to its Form ADV.

**Is Westview Capital Management LLC registered with the SEC or a state?**
Westview Capital Management LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157839.

**How much does Westview Capital Management LLC manage?**
Westview Capital Management LLC reports $2,116,090,084 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Westview Capital Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Westview Capital Management LLC: Regulatory assets under management: $1,224,474,303 in the October 2021 data and $2,116,090,084 in the October 2026 data, up 73%. Total employees: 16 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Westview 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) (3).

**Does Westview 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/157839

**What changed in Westview Capital Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 19 to 18.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,116,090,084
- Discretionary: $2,116,090,084
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $2,116,090,084 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 20 total, 18 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wvcapital.com
- LinkedIn @westview-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,224,474,303 | 16 | March 31, 2021 |
| October 2022 | $1,241,644,995 | 16 | March 31, 2022 |
| October 2023 | $2,124,023,810 | 17 | June 26, 2023 |
| October 2024 | $2,061,538,790 | 18 | March 28, 2024 |
| October 2025 | $2,074,345,433 | 21 | March 31, 2025 |
| October 2026 | $2,116,090,084 | 20 | March 31, 2026 |

Regulatory assets under management: $1,224,474,303 in the October 2021 data and $2,116,090,084 in the October 2026 data, up 73%.
Total employees: 16 in October 2021 and 20 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 19 to 18.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Westview Capital Management LLC (CRD 157839): Form ADV filing data as of October 2026.