9AT: NEWVIEW CAPITAL MANAGEMENT, LLC

other names

NEWVIEW CAPITAL MANAGEMENT, LLC
HELIX MANAGEMENT, LP

Adviser Profile

As of Date	04/29/2026
Registration	SEC, Approved, 09/21/2018
ADV Location	BURLINGAME, CA, United States
Contact Info	650 xxxxxxx
Websites

AUM^*	3,859,337,297 17%
of that, discretionary	3,859,337,297 17%
Private Fund GAV^*	5,143,256,045 56%
Avg Account Size	142,938,418 -26%
SMA’s	No
Private Funds	41 13

Adviser Type

- Large advisory firm

Number of Employees 22 5%

of those in investment advisory functions 13 8%

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

SEC Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count27	GAV$3,859,337,299
Fund TypeVenture Capital Fund	Count14	GAV$1,283,918,746

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser THE EIDEARD GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund3.0m	Other Fund-	Total Private Fund GAV5.9m	AUM158.1m	#Funds2
Adviser COURTSIDE VENTURES	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund484.3m	Other Fund-	Total Private Fund GAV968.7m	AUM-	#Funds20
Adviser VICTORY SQUARE MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund21.5m	Other Fund56.6m	Total Private Fund GAV99.6m	AUM-	#Funds6
Adviser MEDTEX VENTURES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund59.7m	Other Fund13.8m	Total Private Fund GAV133.2m	AUM-	#Funds9
Adviser ROGUE	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser ALMANAC MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund15.8m	Other Fund-	Total Private Fund GAV31.6m	AUM-	#Funds1
Adviser KOTAK ALTERNATE ASSET MANAGERS LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund503.1m	Total Private Fund GAV503.1m	AUM20.2b	#Funds9
Adviser TANTALLON CAPITAL ADVISORS PTE LTD	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund71.6m	Other Fund16.6m	Total Private Fund GAV159.8m	AUM-	#Funds5
Adviser ALMAZ CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund45.1m	Other Fund20.5m	Total Private Fund GAV110.7m	AUM-	#Funds4
Adviser WHITEOAK	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund32.4m	Other Fund9.8m	Total Private Fund GAV74.6m	AUM-	#Funds3

Brochure Summary

Overview

NewView Capital Management, LLC (“NewView” or the “Adviser”) is a Delaware limited liability company formed on August 13, 2018. Ravi Viswanathan is the principal owner of NewView and the principal investment professional of NewView (the “Principal”). The Adviser, together with affiliated general partners of the Funds (each a “General Partner and collectively, together with any future affiliated general partner, the “General Partners”), provides discretionary investment advisory services to affiliated closed-ended, private multi-investment funds and certain special purpose vehicles offered to qualified investors in the United States and elsewhere (each, a “Fund” and collectively, the “Funds”). Each of the General Partners is a related person of NewView. The strategies of the Funds include making private investments in growth stage venture capital opportunities and purchasing positions in venture capital fund backed companies from one or more established venture capital firms that (i) are looking to create liquidity at the end of their fund terms, (ii) have “orphaned” portfolio investments due to the transitioning of the sponsoring investment professional out of the firm, and (iii) need to reduce the number of board seats held by the firm in order to focus on new investments. The Funds may also

make follow-on investments into the companies so acquired (the “Portfolio Companies”), make direct investments into new Portfolio Companies (the “New Investments”), and acquire interests from other investment funds in the Portfolio Companies or New Investments. NewView offers investment advice solely with respect to the investments made by the Funds. Such services consist of investigating, identifying, and evaluating investment opportunities, structuring, negotiating, and making investments on behalf of the Funds, managing and monitoring the performance of such investments, and disposing of such investments. NewView’s advisory services to the Funds are tailored to the Funds in accordance with the investment objectives, strategy and restrictions as set forth in the limited partnership agreement of a Fund (each such agreement, a “Partnership Agreement”). The Funds, NewView or its affiliates have entered into and, in the future, may enter into additional side letters or other similar agreements (“Side Letters”) with certain investors in the Funds that have the effect of establishing rights under, or altering or supplementing the terms of, the relevant Partnership Agreement with respect to such investors. As of December 31, 2023, NewView manages $3,243,921,904 of client assets on a discretionary basis.

NEWVIEW CAPITAL MANAGEMENT, LLC

Adviser Profile

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