Investment adviser · CRD 161146

CLEARVIEW CAPITAL, L.P.

Investment adviser filing (IA)

STAMFORD, CT, United States · Form ADV filed Mar 27, 2026

Regulatory AUM
$2.04B
Form ADV · Item 5.F
Client accounts
9
Accounts, not individual clients
Employees
30
Reported in this filing
Advisory professionals
25
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles9$2,041,579,460100.0%
Filing source

Form ADV 2079700 · Mar 27, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

15 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CLEARVIEW CAPITAL FUND V, L.P.Private Equity Fund · Last reported Mar 27, 2026$598MGross asset value

Form D fundraising filings

CLEARVIEW CAPITAL FUND V, L.P.

Fund administrator CARTA NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor GRANT THORNTON, LLP NEW YORK, New York, United States
Custodian SILICON VALLEY BRIDGE BANK, N.A., A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Marketer LAZARD FRERES & CO. LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

GRANT THORNTON, LLP
PCAOB 248

SILICON VALLEY BRIDGE BANK, N.A., A DIVISION OF FIRST CITIZENS BANK
LEI 2549006SX2APS6OJMQ40

LAZARD FRERES & CO. LLC
CRD 2528 · SEC 8-2595

Fund details & source
Fund ID
805-8740432350
Reported beneficial owners
85
Minimum commitment
$1M
Form D file number
021-433797

Form ADV 2079700 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CLEARVIEW CAPITAL FUND IV, L.P.Private Equity Fund · Last reported Mar 27, 2026$504MGross asset value

Form D fundraising filings

CLEARVIEW CAPITAL FUND IV, L.P.

Fund administrator CARTA NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor GRANT THORNTON, LLP NEW YORK, New York, United States
Custodian SILICON VALLEY BRIDGE BANK, N.A., A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Marketer LAZARD FRERES & CO. LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

GRANT THORNTON, LLP
PCAOB 248

SILICON VALLEY BRIDGE BANK, N.A., A DIVISION OF FIRST CITIZENS BANK
LEI 2549006SX2APS6OJMQ40

LAZARD FRERES & CO. LLC
CRD 2528 · SEC 8-2595

Fund details & source
Fund ID
805-2264749384
Reported beneficial owners
76
Minimum commitment
$1M
Form D file number
021-315732

Form ADV 2079700 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CLEARVIEW CAPITAL FUND III, LPPrivate Equity Fund · Last reported Mar 27, 2026$308MGross asset value

Form D fundraising filings

Clearview Capital Fund III, L.P.

Fund administrator CARTA NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor GRANT THORNTON, LLP NEW YORK, New York, United States
Custodian SILICON VALLEY BRIDGE BANK, N.A., A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Marketer ATLANTIC - PACIFIC CAPITAL, INC. GREENWICH, Connecticut, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

GRANT THORNTON, LLP
PCAOB 248

SILICON VALLEY BRIDGE BANK, N.A., A DIVISION OF FIRST CITIZENS BANK
LEI 2549006SX2APS6OJMQ40

ATLANTIC - PACIFIC CAPITAL, INC.
CRD 38356 · SEC 8-48198

Fund details & source
Fund ID
805-7803542300
Reported beneficial owners
58
Minimum commitment
$1M
Form D file number
021-196951

Form ADV 2079700 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CLEARVIEW CAPITAL FUND V-A, L.P.Private Equity Fund · Last reported Mar 27, 2026$257MGross asset value

Form D fundraising filings

CLEARVIEW CAPITAL FUND V-A, L.P.

Fund administrator CARTA NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor GRANT THORNTON, LLP NEW YORK, New York, United States
Custodian SILICON VALLEY BRIDGE BANK, N.A., A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Marketer LAZARD FRERES & CO. LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

GRANT THORNTON, LLP
PCAOB 248

SILICON VALLEY BRIDGE BANK, N.A., A DIVISION OF FIRST CITIZENS BANK
LEI 2549006SX2APS6OJMQ40

LAZARD FRERES & CO. LLC
CRD 2528 · SEC 8-2595

Fund details & source
Fund ID
805-9377888445
Reported beneficial owners
22
Minimum commitment
$1M
Form D file number
021-433798

Form ADV 2079700 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CLEARVIEW CAPITAL FUND IV-A, L.P.Private Equity Fund · Last reported Mar 27, 2026$160MGross asset value

Form D fundraising filings

CLEARVIEW CAPITAL FUND IV-A, L.P.

Fund administrator CARTA NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor GRANT THORNTON, LLP NEW YORK, New York, United States
Custodian SILICON VALLEY BRIDGE BANK, N.A., A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Marketer LAZARD FRERES & CO. LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

GRANT THORNTON, LLP
PCAOB 248

SILICON VALLEY BRIDGE BANK, N.A., A DIVISION OF FIRST CITIZENS BANK
LEI 2549006SX2APS6OJMQ40

LAZARD FRERES & CO. LLC
CRD 2528 · SEC 8-2595

Fund details & source
Fund ID
805-3791211748
Reported beneficial owners
16
Minimum commitment
$1M
Form D file number
021-315731

Form ADV 2079700 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CLEARVIEW CAPITAL MEZZANINE FUND II, L.P.Private Equity Fund · Last reported Mar 27, 2026$97.3MGross asset value

Form D fundraising filings

CLEARVIEW CAPITAL MEZZANINE FUND II, LP.

Fund administrator CARTA NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor GRANT THORNTON, LLP NEW YORK, New York, United States
Custodian SILICON VALLEY BRIDGE BANK, N.A., A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Marketer LAZARD FRERES & CO. LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

GRANT THORNTON, LLP
PCAOB 248

SILICON VALLEY BRIDGE BANK, N.A., A DIVISION OF FIRST CITIZENS BANK
LEI 2549006SX2APS6OJMQ40

LAZARD FRERES & CO. LLC
CRD 2528 · SEC 8-2595

Fund details & source
Fund ID
805-1857363962
Reported beneficial owners
60
Minimum commitment
$100K
Form D file number
021-435825

Form ADV 2079700 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CLEARVIEW CAPITAL MEZZANINE FUND I, L.P.Private Equity Fund · Last reported Mar 27, 2026$87.1MGross asset value

Form D fundraising filings

CLEARVIEW CAPITAL MEZZANINE FUND I, L.P.

Fund administrator CARTA NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor GRANT THORNTON, LLP NEW YORK, New York, United States
Custodian SILICON VALLEY BRIDGE BANK, N.A., A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Marketer LAZARD FRERES & CO. LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

GRANT THORNTON, LLP
PCAOB 248

SILICON VALLEY BRIDGE BANK, N.A., A DIVISION OF FIRST CITIZENS BANK
LEI 2549006SX2APS6OJMQ40

LAZARD FRERES & CO. LLC
CRD 2528 · SEC 8-2595

Fund details & source
Fund ID
805-1498367986
Reported beneficial owners
41
Minimum commitment
$100K
Form D file number
021-315729

Form ADV 2079700 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 27, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

1010 WASHINGTON BOULEVARD, 11TH FLOOR
STAMFORD, CT, 06901, United States

CRD 161146

Filing source

Form ADV 2079700 · Mar 27, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.