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NEWVIEW CAPITAL MANAGEMENT, LLC

BURLINGAME, CA · CRD 298161 · IAPD ↗ · 650-416-1590

$3.86BRegulatory AUM
13Advisory reps
22Employees
0Clients
n/aPlanning clients
27Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

57
April 2025 — NEWVIEW CAPITAL MANAGEMENT, LLC grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.