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Wealthview Capital LLC
Wealthview Capital, LLC is an SEC-registered investment adviser in Jackson, MS, registered since 2014. The firm manages $319 million in assets, with $317...
Wealthview Capital LLC
Wealthview Capital, LLC is an SEC-registered investment adviser in Jackson, MS, registered since 2014. The firm manages $319 million in assets, with $317 million discretionary. It has 9 employees and 4 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Jackson
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
Who manages investment decisions at Wealthview Capital?
No named investment professionals or principals are publicly listed. The firm's leadership structure is undisclosed in public sources. Any inquiries about decision-making would require direct engagement with the firm.
What asset classes does Wealthview Capital target?
Based on the firm's public website, Wealthview Capital focuses on real estate, private credit, and infrastructure. Specific sub-sectors or strategies within these classes are not detailed. No disclosed holdings or deal examples are available.
Is Wealthview Capital structured as a single family office or a multi-family office?
The firm's public materials do not specify its structure. Based on its name and limited disclosure, it may operate as a single-family office or a similar private investment vehicle. No independent verification is available.
Does Wealthview Capital invest in fund commitments or only direct deals?
The firm's investment approach is described as targeting direct investments and structured transactions. There is no public information indicating participation in fund-of-funds or external fund commitments. Its deal sourcing model is unclear.
Where is Wealthview Capital headquartered?
Wealthview Capital is based in New York, New York, United States. No additional office locations have been disclosed. The firm's registered address is not publicly available beyond the city level.
What is the AUM of Wealthview Capital?
Wealthview Capital does not publicly disclose its AUM. No external estimates from reputable sources exist. The figure remains undisclosed.
What sectors does Wealthview Capital explicitly avoid?
The firm has not publicly identified any sectors it avoids. Its stated focus on real estate, private credit, and infrastructure suggests it does not actively target technology, healthcare, or other growth equity sectors, but this is unconfirmed.
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