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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

LONGVIEW CAPITAL MANAGEMENT LLC

CRD 147235

WILMINGTON, DE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:085a4486-33d2-f4e2-69a2-0a37d9b7ad3d

Data as of Mar 27, 2015 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 0
On other graphs: 0
Observed: Mar 28, 2012 to Mar 27, 2015
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $265MItem 5.F on the latest filing (2015-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $85.0M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Accounts: 635
SEC number: 801-69226
CRD: 147235
Filings on the tape: 14
First filed: Mar 28, 2012
Latest filed: Mar 27, 2015
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FIRST SAVINGS BANK OF PERKASIE	DIRECT OWNER	E	yes	06/2014	Mar 27, 2015	Mar 27, 2015
WAGNER, CHRISTIAN, MYERS	MANAGING DIRECTOR	E	yes	05/2008	Mar 28, 2012	Mar 27, 2015
FSB BANKSHARES CORP.	OWNER OF FIRST SAVINGS BANK OF PERKASIE	E	no	06/2004	Mar 27, 2015	Mar 27, 2015
SCHMID, SEAN, MICHAEL	CHIEF COMPLIANCE OFFICER	Na	no	12/2010	Mar 28, 2012	Mar 27, 2015

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
EAGLEVIEW ADVISORS, INC.	n/a	Former SEC adviser	$574M	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2014	Mar 27, 2015	$265M	$85.0M	2	2	n/a	n/a	n/a
2013	Mar 27, 2014	$245M	$70.8M	4	4	n/a	n/a	n/a
2012	Mar 23, 2013	$196M	$89.3M	6	6	n/a	n/a	n/a
2011	Mar 28, 2012	$182M	$182M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2014	$265M	$245M	8.3%	$182M	13.3%	2	4	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PENN INVESTMENT ADVISORS, INC.	2	Mar 30, 2016	May 6, 2016	WILMINGTON, DE	Team lift out	Other	100.0%

Relationships

Affiliated with (1)

→ PENN INVESTMENT ADVISORS, INC.Registered adviserother investment adviser, control, common control
factForm ADV

Controls (2)

← WAGNER, CHRISTIAN, MYERSOwnerMANAGING DIRECTOR, ownership code E, individual
Mar 28, 2012 to presentfactForm ADV
← FIRST SAVINGS BANK OF PERKASIEOwnerDIRECT OWNER, ownership code E, domestic entity
Mar 27, 2015 to presentfactForm ADV

Owns (2)

← SCHMID, SEAN, MICHAELOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 28, 2012 to presentfactForm ADV
← FSB BANKSHARES CORP.OwnerOWNER OF FIRST SAVINGS BANK OF PERKASIE, ownership code E, domestic entity
Mar 27, 2015 to presentfactForm ADV

Moved with (1)

→ PENN INVESTMENT ADVISORS, INC.Registered adviser2 advisors, team lift out, same day
Mar 30, 2016 to May 6, 2016factForm ADV

Registered with (6)

← CHRISTIAN MYERS WAGNERAdvisorregistration: previous registration
Jun 25, 2008 to Mar 30, 2016factForm ADV
← SEAN MICHAEL SCHMIDAdvisorregistration: previous registration
Nov 15, 2010 to Mar 30, 2016factForm ADV
← Craig Ernest SigetiAdvisorregistration: previous registration
Feb 13, 2014 to Jan 12, 2015factForm ADV
← PAUL LAURENCE MILLERAdvisorregistration: previous registration
Nov 3, 2009 to Dec 12, 2014factForm ADV
← MARC FREDRICK ZARROAdvisorregistration: previous registration
Jan 11, 2010 to Dec 12, 2014factForm ADV
← PETER JOSEPH PONZIOAdvisorregistration: previous registration
Jan 9, 2009 to Aug 30, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:085a4486-33d2-f4e2-69a2-0a37d9b7ad3d
First observed: Mar 28, 2012
Last observed: Mar 27, 2015 139 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LONGVIEW CAPITAL MANAGEMENT LLC

CRD 147235

WILMINGTON, DE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:085a4486-33d2-f4e2-69a2-0a37d9b7ad3d

Data as of Mar 27, 2015 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:26 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FIRST SAVINGS BANK OF PERKASIE

DIRECT OWNER

yes

06/2014

Mar 27, 2015

WAGNER, CHRISTIAN, MYERS

MANAGING DIRECTOR

yes

05/2008

Mar 28, 2012

Mar 27, 2015

FSB BANKSHARES CORP.

OWNER OF FIRST SAVINGS BANK OF PERKASIE

06/2004

Mar 27, 2015

SCHMID, SEAN, MICHAEL

CHIEF COMPLIANCE OFFICER

12/2010

Mar 28, 2012

Mar 27, 2015

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

EAGLEVIEW ADVISORS, INC.

n/a

Former SEC adviser

$574M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2014

Mar 27, 2015

$265M

$85.0M

n/a

2013

Mar 27, 2014

$245M

$70.8M

n/a

2012

Mar 23, 2013

$196M

$89.3M

n/a

2011

Mar 28, 2012

$182M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2014

$265M

$245M

8.3%

$182M

13.3%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PENN INVESTMENT ADVISORS, INC.

Mar 30, 2016

May 6, 2016

WILMINGTON, DE

Team lift out

Other

100.0%