Hillview Capital Advisors LLC
Legal Name: HILLVIEW CAPITAL ADVISORS, LLC
Full Contact Details
Hillview Capital Advisors LLC
1200 LIBERTY RIDGE DRIVE, SUITE 130, WAYNE, PA
484-708-4720
484-708-4733
Other Info
Hillview Capital Advisors LLC, a DE Limited Liability Company, is an advisory firm that has been approved by the SEC since February 24, 1999, with 12 employees, 9 of whom are in advisory roles. Although the number of clients served remains unknown, the firm maintains a strong reputation in the industry.
Hillview Capital, a division of RegentAtlantic
Toggle navigation home Login A Message from David Spungen and Jonathan Hochberg Clients, colleagues and friends, Hillview Capital has provided financial advisory services to wealth creators, their families, and foundations since its founding in 1999. It’s been almost a year since we merged with Re…
Direct Owners
-
DAVID MICHAEL SPUNGEN
OWNER, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, MEMBER OF INVESTMENT COMMITTEE owns more than 50% but less than 75%
-
ELIZABETH ANNE KELLY
PARTNER, CHIEF FINANCIAL OFFICER owns less than 5%
-
GILLIAN MARYA JOHNSON
CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER owns less than 5%
-
JAMES FRANCIS MADDEN
PARTNER, MANAGING DIRECTOR OF CLIENT WEALTH ADVISORY SERVICES owns less than 5%
-
JONATHAN JAY HOCHBERG
OWNER, MANAGING MEMBER, PRESIDENT, MEMBER OF INVESTMENT COMMITTEE owns more than 50% but less than 75%
-
PAUL STUART PLATKIN
PARTNER, CHIEF INVESTMENT OFFICER owns less than 5%
Firms Located Nearby
- Wealthtrust Axiom LLC
- Radnor Capital Management LLC
- Hotaling Investment Management LLC
- Capital Management Services Inc
- Spellissy Arthur E & Associates Inc
- Palladiem LLC
- Element Management LP
- Guardian Capital Partners Management Companylp
- Renaissance Investment Consultants Holding Company LLC
- Hartford Funds Management Company LLC
Top Holdings
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $9,917k
- VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF $5,515k
- SCHWAB STRATEGIC TR US DIVIDEND EQ $2,862k
- VANGUARD GROUP $221k
- Amazon.com Inc $214k
- INNOVATE BIOPHARMACEUTICLS I $23k