Westview Capital Management LLC

WestView Capital Management LLC, established in 2004 and based in Boston, specializes in managing private equity funds, including WestView Capital Partners III, IV, and V. The firm focuses on middle-market companies in sectors such as business services, software, healthcare technology, and industrial growth. WestView's investment strategy includes both control and non-control transactions, with investments subject to specific restrictions outlined in organizational documents. The firm has approximately $2.07 billion in discretionary assets under management. Clients pay management fees based on committed and invested capital, with performance fees structured as carried interest. WestView exercises investment discretion for clients, with general partners making investment decisions. Risks associated with investing in WestView's funds include long-term holding risk, liquidity risk, leverage, and limited transferability of interests. The firm has no disciplinary information, pays no client referral fees, and has custody of client assets held with qualified custodians. WestView's investment committee monitors portfolio performance and makes decisions on selling securities. The firm has a Code of Ethics and Advisory Boards to address conflicts of interest. Clients include individual and institutional investors meeting accredited investor standards.