SourcingSourcing

WESTVIEW CAPITAL MANAGEMENT LLC

C32
CRD 157839·SEC 801-74392·BOSTON, MA
AUM
$2.12B
$1B+
Est. Revenue
$21.2M
@ 1% on AUM
Est. EBITDA
$6.3M
@ 30% margin
Est. Deal Value
$50.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WESTVIEW CAPITAL MANAGEMENT LLC
CRD
157839
SEC file #
801-74392
EIN
—
DBA names
—

Economics

AUM
$2.12B
AUM band
$1B+
AUM trajectory
'20'26
$1.40B → $2.12B▲ +51%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
20
Advisory staff (per ADV)
18
Advisory staff (5-yr trend)
'20'26
11 advisors → 18 advisors▲ +64%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/westview-capital(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WESTVIEW PARENT, INC.
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
WESTVIEW PARENT, INC.
CARROLL, MATTHEW, T
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:westview.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
18
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street4
E*trade4
Jpmorgan2
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
CARROLL, MATTHEW, T
Direct Owner · 37.5%
2667036
HUNNICUTT, JONATHAN, EDWARD
Direct Owner · 37.5%
2912609
Daury, Kevin, Matthew
Executive Officer · 2.5%
6775992