DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
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Firms / W••••••• C•••••• M••••••••• L••
W••••••• C•••••• M••••••••• L••
Classification
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Middle marketdefined by: proxy: $1.12bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (3)
- Sep 16, 2026Buyout firm (probable, 80%, cls-pe-2)own website statement“WestView Capital is a Boston-based private equity firm focused on growth-oriented companies.”xn--w-1hnaaaaaaa.com
- Sep 16, 2026Buyout firm (probable, 80%, cls-pe-2)own website statement“WestView Capital is a Boston-based private equity firm focused on growth-oriented companies.”xn--w-1hnaaaaaaa.com
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 5 of 5 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 22, 2012 to Mar 28, 2024
- RAUM
- $2.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $1.1Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.1Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.1Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-28, latest gav Private Equity Fund $1.1B, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 5
- Employees
- 18
- Headquarters
- Boston, MA
- Office address
- 125 HIGH STREET, SUITE 2612, Boston, MA, 02110
- Business phone
- 617-261-2050
Stated criteria beside observed behaviour
63 observed deals
Stated by the firm
- Sectors
- technology
- Geography
- not stated or not yet read
- Revenue
- from $10.0M
- EBITDA
- $3.0M to $25.0M
- Enterprise value
- not stated or not yet read
- Equity check
- $20.0M to $100M
- Control
- minority
- Thesis
- We seek to invest $20 to $100 million of equity in companies with exceptional managers.
Observed from deals on record
- roles
- unknown 64
- period
- to 2026-02-19, from 2026-02-19, undated holdings 62, dated observations 3
- window
- last 2026-02-19, first 2026-02-19
- control
- unknown 64
- companies
- 63
- geography
- investments
- 64
- seller kinds
- founder 1
- transactions
- 1
- cadence by year
- 2026 other deals 1
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 38
- disclosed value usd
- n 0
- sector distribution
- count 10, share 0.159, value software, examples Triple Crown Consulting, Cognito Forms, Roko Labs, HOIST, count 7, share 0.111, value tech enabled services, examples Providea Conferencing, Abacus Group, Park Place Technologies, Advanced Technology Services, count 5, share 0.079, value healthcare it, examples eSolutions, Executive Health Resources (EHR), Xtend Healthcare, Receivable Solutions, count 3, share 0.048, value industrial manufacturing, examples Peerless Industrial Group, Thorne Research, Radiac Abrasives, count 3, share 0.048, value business services, examples Health Monitor Network, Resource/Ammirati, Physician Life Care Planning, count 2, share 0.032, value financial services, examples Jopari, The Phia Group, count 2, share 0.032, value life sciences, examples Snow Companies, Graphic Controls, count 2, share 0.032, value consumer services, examples Fitness Connection, DavexLabs (L'ANZA)
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 10, share 0.159, value software, examples Triple Crown Consulting, Cognito Forms, Roko Labs, HOIST, count 5, share 0.079, value healthcare it, examples eSolutions, Executive Health Resources (EHR), Xtend Healthcare, Receivable Solutions, count 4, share 0.063, value it services msp, examples Providea Conferencing, Abacus Group, Advanced Technology Services, AccountabilIT, count 3, share 0.048, value miscellaneous manufacturing, examples Peerless Industrial Group, Thorne Research, Radiac Abrasives, count 3, share 0.048, value data processing hosting, examples Park Place Technologies, VC3, OneNeck IT Solutions, count 2, share 0.032, value financial services, examples Jopari, The Phia Group, count 2, share 0.032, value advertising marketing, examples Health Monitor Network, Resource/Ammirati, count 1, share 0.016, value electrical contracting, examples Prime Electric
63 companies on the graph (1 transactions); most in software (10); observed 2026 to 2026
Funds
5 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| W••••••• C•••••• P••••••• V• L••• ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $221M as of Mar 28, 2024 | no Form D | Unknown | |
| W••••••• C•••••• P••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | 2018 first reported on Form ADV | $781M as of Mar 28, 2024 | no Form D | Successor fundraising | |
| W••••••• C•••••• P••••••• I••• L• ADV: Private Equity Fund | Buyout fund | 2014 first reported on Form ADV | $116M as of Mar 28, 2024 | no Form D | Harvest | |
| W••••••• C•••••• P••••••• I•• L• ADV: Private Equity Fund | Buyout fund | unknown | $3.5M as of Mar 31, 2022 | no Form D | Wound down | |
| W••••••• C•••••• P•••••••• L• ADV: Private Equity Fund | Buyout fund | unknown | $27,529 as of Mar 30, 2020 | no Form D | Wound down |
Team
28 current, 1 former
Managing partner (6)
- C•••• v•• S•••••••• · President · since May 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••• v•• S•••••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• E••••• H•••••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• H•••••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M•••••• T• C•••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• J•••••• W••••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (8)
- G••• T••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• C•••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J••• C•••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J•••••• C•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• E••••• H•••••••• · Member · since Jun 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••• T••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• T••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M•••••• T• C•••••• · Member · since Jun 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (1)
- B•••• R•••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (3)
- J•••••• K••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• D••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• G••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (4)
- A••• R••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••••••• B•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I••••••• F•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••• H•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (5)
- A••••• F••••• · Office Manager/E•••••••• Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• M•••••• D•••• · Chief Compliance Officer · since Mar 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••• M•••••• D•••• · CFO & CCO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• V•••• · Accounting Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• J•••••• W••••••• · Treasurer & Secretary · since May 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Other (1)
- J••• H•••••••• T••••• · Senior Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- J••• H•••••••• T••••• · Chief Compliance Officer · Aug 1, 2011 to Mar 29, 2018 Inference
Portfolio
64 relationships, 0 platforms, 0 add-ons
Transactions
2 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Aug 4, 2026 | Exit to a strategic buyer | U•••••• P•••••• | Seller (confirmed) | xn--w-1hnaaaaaaa.com |
| Feb 19, 2026 | Growth investment | B••••••• A•• I• | Sponsor (confirmed) | xn--w-1hnaaaaaaa.com |
Placement agents, lenders, advisers and co-investors
3 relationships
Placement agents (2)
- P••••••• F•••• G••••• L•• 1 shared · one time · last Jan 1, 2012
- B••••••••• G••••••• • C••••••• I••• 1 shared · one time · last Jan 1, 2012
Financial advisers (1)
- P••• C•••••• M•••••• 1 shared · one time · last Feb 19, 2026
LP commitments
4 disclosed
- M••••••••• P•••••• R••••••• I••••••••• M••••••••• B•••• amount not disclosed mapension.com
- A••••• P•••••••• F••• C••••••••• in W••••••• C•••••• P••••••• I••• L• $15.3M apfc.org
- A••••• P•••••••• F••• C••••••••• in W••••••• C•••••• P••••••• I•• L••• $17.9M apfc.org
- A••••• P•••••••• F••• C••••••••• in W••••••• C•••••• P••••••• V• L••• $15.0M apfc.org
Events
8 most recent
- Aug 4, 2026WestView Capital Partners Completes Sale of U•••••• P•••••• to Anaqua
- Aug 4, 2026WestView Capital Partners Completes Sale of U•••••• P•••••• to Anaqua
- Feb 19, 2026B••••••• A•• I• Receives Minority Growth Investment from WestView Capital Partners
- Feb 19, 2026B••••••• A•• I• Receives Minority Growth Investment from WestView Capital Partners
- Jan 8, 2026WestView Capital Partners Sells a Majority Stake of P•••• E••••••• to Truelink Capital
- Jan 6, 2026WestView Capital Partners Announces Promotions of J••• C•••• and K•••• T••••• to Partner
- Jun 30, 2025M••••••••• P•••••• R••••••• I••••••••• M••••••••• B•••• reports W••••••• Capital Management: an undisclosed amount committedLp commitment disclosedFactM••••••••• P•••••• R••••••• I••••••••• M••••••••• B••••Public pension private-markets disclosures, read through the venture lane's LP report tape
- Feb 22, 2012W••••••• C•••••• M••••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
W••••••• C•••••• M••••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.
Independent Sponsors1RIA and Wealth1Allocators1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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