SourcingSourcing

NEWVIEW CAPITAL MANAGEMENT, LLC

C26
CRD 298161·SEC 801-114030·BURLINGAME, CA
AUM
$3.86B
$1B+
Est. Revenue
$38.6M
@ 1% on AUM
Est. EBITDA
$11.6M
@ 30% margin
Est. Deal Value
$92.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NEWVIEW CAPITAL MANAGEMENT, LLC
CRD
298161
SEC file #
801-114030
EIN
465455299
DBA names
—

Economics

AUM
$3.86B
AUM band
$1B+
AUM trajectory
'20'26
$1.35B → $3.86B▲ +186%
Client mix
Pooled Investment Vehicles27

Operations

Employees (total)
22
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'20'26
5 advisors → 13 advisors▲ +160%
Primary office
BURLINGAME CA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
04/29/2026
ADV-W filed at
—
Website
instagram.com/newviewcap(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VISWANATHAN, RAVISHANKAR, NMN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
VISWANATHAN, RAVISHANKAR, NMN
WU, YI (BESSIE), NMN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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:newview.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001741619
Edgar Registered
Yes
Edgar Filing Count
36
Edgar First Filing Date
2018-06-04
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
34
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001104659-26-059848
Edgar Former Names
EAM Global Investors LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Raymond James52
Jpmorgan40
E*trade4
Edgar Addresses
Mailing
215 HIGHWAY 101SUITE 216SOLANA BEACH, CA 92075
Business
215 HIGHWAY 101SUITE 216SOLANA BEACH, CA 92075
Edgar EIN
465455299
Edgar Recent Filings
13F-HR2026-05-13 · 0001104659-26-059848
13F-HR2026-02-12 · 0001104659-26-014020
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4412523
Trust Company Affiliate
No

People (3)

3
VISWANATHAN, RAVISHANKAR, NMN
Direct Owner · 87.5%
4412523
WU, YI (BESSIE), NMN
Executive Officer · 2.5%
7558170
HARTER, THOMAS, LOWELL
Executive Officer · 2.5%
4926740