Clearview Capital, L.P.
- Regulatory AUM
- $2.0B
- Discretionary
- $2.0B
- Clients
- 9
- Avg AUM / client
- $227M
- Accounts
- 9
- Employees
- 30
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $2.0B | 100.0% |
Private funds (11)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Clearview Capital Fund V, L.P. | Private Equity Fund | Delaware | $595M | 85 |
| Clearview Capital Fund Iv, L.P. | Private Equity Fund | Delaware | $471M | 69 |
| Clearview Capital Fund Iii, Lp | Private Equity Fund | Delaware | $306M | 59 |
| Clearview Capital Fund V A, L.P. | Private Equity Fund | Delaware | $255M | 22 |
| Clearview Capital Fund Iv A, L.P. | Private Equity Fund | Delaware | $149M | 16 |
| Clearview Capital Fund Ii, Lp | Private Equity Fund | Delaware | $98.5M | 58 |
| Clearview Capital Mezzanine Fund I, L.P. | Private Equity Fund | Delaware | $96.9M | 41 |
| Clearview Capital Mezzanine Fund Ii, L.P. | Private Equity Fund | Delaware | $94.5M | 60 |
| Clearview Capital Mezzanine Fund I A, L.P. | Private Equity Fund | Delaware | $22.8M | 6 |
| Clearview Capital Mezzanine Fund Ii A, L.P. | Private Equity Fund | Delaware | $10.0M | 3 |
| Clearview Capital Fund Ii (Parallel), Lp | Private Equity Fund | Delaware | $8.5M | 2 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andersen, James, George | Limited Partner | Jun 2018 (8y) | 25% – 50% | |
| Neider, Calvin | Limited Partner | Jun 2018 (8y) | 25% – 50% | |
| Blevins, Matthew, William | Limited Partner | Jan 2021 (6y) | 5% – 10% | |
| Case, William, Fredrick | Limited Partner | Jan 2021 (6y) | 5% – 10% | |
| Cerra, Giovanni | Chief Compliance Officer | Jan 2021 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Clearview Capital Ugp, Llc | General Partner | Jun 2018 | A | Less than 5% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (11, $2.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Clearview Capital Fund V, L.P. | Private Equity Fund | $595M | $1.0M | 85 |
| Clearview Capital Fund Iv, L.P. | Private Equity Fund | $471M | $1.0M | 69 |
| Clearview Capital Fund Iii, Lp | Private Equity Fund | $306M | $1.0M | 59 |
| Clearview Capital Fund V A, L.P. | Private Equity Fund | $255M | $1.0M | 22 |
| Clearview Capital Fund Iv A, L.P. | Private Equity Fund | $149M | $1.0M | 16 |
| Clearview Capital Fund Ii, Lp | Private Equity Fund | $98.5M | $1.0M | 58 |
| Clearview Capital Mezzanine Fund I, L.P. | Private Equity Fund | $96.9M | $100K | 41 |
| Clearview Capital Mezzanine Fund Ii, L.P. | Private Equity Fund | $94.5M | $100K | 60 |
| Clearview Capital Mezzanine Fund I A, L.P. | Private Equity Fund | $22.8M | $100K | 6 |
| Clearview Capital Mezzanine Fund Ii A, L.P. | Private Equity Fund | $10.0M | $100K | 3 |
| Clearview Capital Fund Ii (Parallel), Lp | Private Equity Fund | $8.5M | $1.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 3.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • FEES RELATED TO ACQUISITION & MONITORING OF PORTFOLIO COMPANIES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗