Overview
Lightview is an investment advisory firm established in 2012 and organized as a limited liability company
under the laws of Delaware. The co-founders and co-managing members are Richard Erickson and Conor
Mullet (each, a “Managing Member” and collectively, the “Managing Members”).
Lightview provides discretionary investment advice and management services to private investment funds
(each, a “Client” and collectively, along with any other pooled investment vehicles or managed accounts,
the “Clients”).
Lightview is a private equity firm focused on investments in lower middle market companies in the business
services industry, which includes but is not limited to outsourced processing, tech-enabled services and
software (each, a “Portfolio Company”). However, the Adviser retains broad flexibility to invest on behalf
of its Clients, as set forth in the respective
Offering Documents (as such term is defined in Item 5 below).
Please refer to Item 8 of this Brochure for additional details related to Lightview’s investment strategies
and related risks.
Each Client’s investment objectives, limitations and/or parameters are set forth in such Client’s Offering
Documents, provided to each investor in the given Client (each, an “Investor”). Lightview tailors its
investment advisory services to each Client. However, Lightview does not tailor its advisory services to the
individual needs of investors, and investors may not impose restrictions on investing in certain securities
or types of investments.
Lightview does not participate in wrap fee programs.
As of December 31, 2023, Lightview had approximately $179,525,407 in regulatory assets under
management, all of which were managed on a discretionary basis.