9AT: LIGHTVIEW CAPITAL, LLC

other names

LIGHTVIEW CAPITAL, LLC

Adviser Profile

As of Date	03/20/2025
ADV Location	WEST PALM BEACH, FL, United States
Adviser Type - Large advisory firm
Number of Employees	11 22%
of those in investment advisory functions	11 38%
Registration	SEC, Approved, 07/22/2022
Other registrations (1)	SEC, ERA - Withdrawn, 06/24/2022
Former registrations	LIGHTVIEW CAPITAL, LLC

AUM^*	125,842,843 -30%
of that, discretionary	125,842,843 -27%
Private Fund GAV^*	163,815,279 13%
Avg Account Size	125,842,843 46%
SMA’s	No
Private Funds	6 4
Contact Info	561 xxxxxxx
Websites

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

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count6	GAV$163,815,279

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 PANDION ASSET MANAGEMENT, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM90.1m	#Funds-
Adviser CW INDUSTRIAL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund293.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV293.4m	AUM293.4m	#Funds5
Adviser PGP ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund166.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV166.3m	AUM166.3m	#Funds1
Adviser CICC ALPHA INVESTMENT MANAGEMENT (USA), LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund177.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV177.6m	AUM177.6m	#Funds1
Adviser EDEN CAPITAL MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund309.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV309.4m	AUM359.6m	#Funds3
Adviser KELSON ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund226.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV226.5m	AUM226.5m	#Funds21
Adviser BANGTAIL MANAGEMENT, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM156.7m	#Funds-
Adviser NEXTGEN GROWTH PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund443.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV443.5m	AUM433.4m	#Funds13
Adviser PRESTIGE WEALTHWIDE, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM198.5m	#Funds-
Adviser VICTOR CAPITAL PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund513.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV513.2m	AUM513.2m	#Funds10

Brochure Summary

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.

LIGHTVIEW CAPITAL, LLC

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