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WESTVIEW CAPITAL MANAGEMENT LLC

CRD 157839 · SEC 801-74392

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125 HIGH STREET, SUITE 2612, BOSTON, MA, 02110, United States

Phone

617-261-2050

Fax

617-261-2060

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.12B

Discretionary AUM

$2.12B

Team

20 total employees; 18 advisory reps; 3 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles3$2.12B

States served

MA

All web addresses on file

Official SEC filing: View on IAPD