Lightview Capital, LLC

Lightview Capital, LLC is an investment advisory firm established in 2012, specializing in providing discretionary investment advice and management services to private investment funds focused on lower middle market companies in the business services industry. The firm, co-founded and managed by Richard Erickson and Conor Mullet, tailors its services to each client's investment objectives outlined in their respective Offering Documents. As of December 31, 2024, Lightview had approximately $125,842,843 in regulatory assets under management, all managed on a discretionary basis. Clients are subject to asset-based management fees, with additional fees such as closing fees, management fees, and other expenses related to investments. Lightview may receive performance-based fees, creating a potential conflict of interest, which the firm addresses through regular portfolio monitoring. The firm emphasizes deep sector expertise, focused sourcing, and value creation in its investment strategy. Clients are pooled investment vehicles suitable for qualified purchasers, with specified minimum investments. Lightview does not participate in wrap fee programs and has no disciplinary information to disclose. The firm has custody of client assets through a qualified custodian and exercises discretionary authority over client accounts as outlined in the Offering Documents.