Investment adviser · CRD 157839

WESTVIEW CAPITAL MANAGEMENT LLC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $2.12B
Client accounts: 3
Employees: 20
Advisory professionals: 18

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	3	$2,116,090,084	100.0%

Filing source

Form ADV 2089107 · Mar 31, 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

5 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.

WESTVIEW CAPITAL PARTNERS IV, L.P.Private Equity Fund · Last reported Mar 31, 2026$948MGross asset value

Form D fundraising filings

WestView Capital Partners IV, L.P.

Fund administrator STATE STREET GLOBAL SERVICES CLIFTON, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States

Custodian CITIBANK, N.A. CHICAGO, Illinois, United States Related to adviser: No

Custodian JPMORGAN CHASE BANK, N.A. COLUMBUS, Ohio, United States Related to adviser: No

Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No

Custodian WESTERN ALLIANCE BANK PHOENIX, Arizona, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source

Fund ID: 805-4247699155
Reported beneficial owners: 66
Minimum commitment: $100K
Form D file number: 021-299873

Form ADV 2089107 · Mar 31, 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.

WESTVIEW CAPITAL PARTNERS V, L.P.Private Equity Fund · Last reported Mar 31, 2026$575MGross asset value

Form D fundraising filings

WestView Capital Partners V, L.P.

Fund administrator STATE STREET GLOBAL SERVICES CLIFTON, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States

Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source

Fund ID: 805-7500896572
Reported beneficial owners: 94
Minimum commitment: $100K
Form D file number: 021-467369

Form ADV 2089107 · Mar 31, 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.

WESTVIEW CAPITAL PARTNERS III, LPPrivate Equity Fund · Last reported Mar 31, 2026$136MGross asset value

Form D fundraising filings

WestView Capital Partners III, L.P.

Fund administrator STATE STREET GLOBAL SERVICES CLIFTON, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States

Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No

Custodian WESTERN ALLIANCE BANK PHOENIX, Arizona, United States Related to adviser: No

Custodian WILMINGTON TRUST, NATIONAL ASSOCIATION COSTA MESA, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source

Fund ID: 805-4179635969
Reported beneficial owners: 53
Minimum commitment: $100K
Form D file number: 021-195861

Form ADV 2089107 · Mar 31, 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.

WESTVIEW CAPITAL PARTNERS II, LPPrivate Equity Fund · Last reported Mar 31, 2022$3.52MGross asset value

Fund administrator STATE STREET GLOBAL SERVICES CLIFTON, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States

Custodian CITIBANK, N.A. NEW YORK, New York, United States Related to adviser: No

Custodian SILICON VALLEY BANK NEWTON, Massachusetts, United States Related to adviser: No

Custodian U.S. BANK NATIONAL ASSOCIATION ST. PAUL, Minnesota, United States Related to adviser: No

Marketer PROBITAS FUNDS GROUP, 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

DELOITTE & TOUCHE LLP
PCAOB 34

PROBITAS FUNDS GROUP, LLC
CRD 115876 · SEC 8-53512

Fund details & source

Fund ID: 805-8788656150
Reported beneficial owners: 46
Minimum commitment: $100K
Form D file number: 021-124359

Form ADV 1635670 · Mar 31, 2022 · 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.

WESTVIEW CAPITAL PARTNERS, LPPrivate Equity Fund · Last reported Mar 30, 2020$27.5KGross asset value

Fund administrator STATE STREET GLOBAL SERVICES CLIFTON, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States

Custodian SILICON VALLEY BANK NEWTON, Massachusetts, United States Related to adviser: No

Marketer BENEDETTO, GARTLAND & COMPANY, INC. 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

DELOITTE & TOUCHE LLP
PCAOB 34

BENEDETTO, GARTLAND & COMPANY, INC.
CRD 24083 · SEC 8-40919

Fund details & source

Fund ID: 805-3336056345
Reported beneficial owners: 73
Minimum commitment: $100K
Form D file number: 021-69107

Form ADV 1406321 · Mar 30, 2020 · 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 31, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

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

CRD 157839

Filing source

Form ADV 2089107 · Mar 31, 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.