{"url":"https://nivawealth.com/firms/newview-capital-management-298161","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/298161","regulatoryAum":3859337297,"crd":"298161","history":[{"filedOn":"2021-04-28","regulatoryAum":2816198891,"clients":9,"employees":13,"offices":1},{"filedOn":"2022-05-19","regulatoryAum":4099382044,"clients":12,"employees":15,"offices":1},{"filedOn":"2023-03-31","regulatoryAum":3953094155,"clients":15,"employees":18,"offices":1},{"filedOn":"2024-06-13","regulatoryAum":3243921904,"clients":15,"employees":16,"offices":1},{"filedOn":"2025-05-28","regulatoryAum":3299239241,"clients":17,"employees":21,"offices":1},{"filedOn":"2026-04-29","regulatoryAum":3859337297,"clients":27,"employees":22,"offices":1}],"secFileNumber":"801-114030","legalName":"Newview Capital Management, LLC","displayName":"Newview Capital Management","slug":"newview-capital-management-298161","website":"https://nvc.vc/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/298161/2e398a0e54117b19-r1.webp","tone":"light","width":762,"height":200,"sourceUrl":"https://www.nvc.vc/","sourceLabel":"Newview Capital Management, LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/newviewcap/","xUrl":"https://x.com/newviewcap","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1201 Howard Avenue, Suite 101","city":"Burlingame","state":"CA","stateName":"California","country":"United States","postalCode":"94010"},"tradeNames":[],"registration":{"secApproved":"21 September 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":22,"advisory":13,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":3859337297,"discretionary":3859337297,"discretionaryAccounts":27,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":27,"regulatoryAum":3859337297}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Newview Capital Management has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Yi (Bessie) Wu","title":"Chief Financial Officer","crd":"7558170"},{"name":"Thomas Harter","title":"Chief Compliance Officer","crd":"4926740"},{"name":"Ravishankar Viswanathan","title":"Member","crd":"4412523"}],"ownership":[{"label":"Ravishankar Viswanathan","detail":"Member in the 75% or more ownership band and a control person, since August 2018."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"1201 Howard Avenue, Suite 101","city":"Burlingame","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"650-416-1590","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":27},"sources":{"adv1FilingDate":"29 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/298161/PDF/298161.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Newview Capital Management have?","answer":"Newview Capital Management has 27 clients and manages $3.86 billion for them, as of April 2026. They include 27 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 29 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Newview Capital Management offer?","answer":"Newview Capital Management provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Newview Capital Management have?","answer":"Newview Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 22 employees, and 13 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Newview Capital Management?","answer":"Newview Capital Management’s direct owner is Ravishankar Viswanathan (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 29 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Newview Capital Management get paid?","answer":"Newview Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Newview Capital Management?","answer":"Newview Capital Management’s main office is at 1201 Howard Avenue, Suite 101, Burlingame, CA 94010. Its phone number is 650-416-1590. Its website is nvc.vc.","source":"Form ADV Part 1A, Item 1.F, filed 29 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}