# HILLVIEW CAPITAL ADVISORS, LLC

HILLVIEW CAPITAL ADVISORS, LLC of WAYNE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 109071
- Type: SEC-registered investment adviser
- SEC file number: 801-56284
- Location: 1200 LIBERTY RIDGE DRIVE, SUITE 130, WAYNE, PA, 19087
- Phone: 484-708-4720
- Latest filing: 2019-03-26
- Regulatory AUM: $848.7M
- Discretionary AUM: $649.2M
- Non-discretionary AUM: $199.5M
- Clients: 12
- Accounts: 328

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| HOCHBERG JONATHAN JAY | OWNER, MANAGING MEMBER, PRESIDENT, MEMBER OF INVESTMENT COMMITTEE | — |
| SPUNGEN DAVID MICHAEL | OWNER, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, MEMBER OF INVESTMENT COMMITTEE; OWNER, MANAGING MEMBER, PRESIDENT, MEMBER INVESTMENT COMMITTEE; OWNER, MANAGING PARTNER, PRESIDENT, MEMBER INVESTMENT COMMITTEE | — |
| MADDEN JAMES FRANCIS | MEMBER, INVESTMENT COMMITTEE; MEMBER, INVESTMENT COMMITTEE, PRINCIPAL; MEMBER OF INVESTMENT COMMITTEE, PRINCIPAL (+3 more) | — |
| SCHAEFER ELIZABETH ELENA | CHIEF INVESTMENT OFFICER, MEMBER OF INVESTMENT COMMITTEE; MEMBER OF INVESTMENT COMMITTEE, PRINCIPAL | — |
| PLOSCHKE LISA ANN | CHIEF COMPLIANCE OFFICER | — |
| KELLY ELIZABETH ANNE | CHIEF FINANCIAL OFFICER; PARTNER, CHIEF FINANCIAL OFFICER | — |
| BRACKEN JOSEPH ALOYSIUS | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, MEMBER OF INVESTMENT COMMITTEE, PRINCIPAL; MEMBER INVESTMENT COMMITTEE AND DIRECTOR OF CLIENT SERVICES; OWNER, CHIEF OPERATING OFFICER, MEMBER INVESTMENT COMMITTEE (+1 more) | — |
| REESE CATHERINE T | CHIEF COMPLIANCE OFFICER | — |
| SOBELMAN GARY RICHARD | OWNER, MANAGING MEMBER, VICE PRESIDENT, MEMBER INVESTMENT COMMITTEE; OWNER, MANAGING PARTNER, VICE PRESIDENT, MEMBER INVESTMENT COMMITTEE | — |
| PLATKIN PAUL STUART | PARTNER, CHIEF INVESTMENT OFFICER | — |
| JOHNSON JENNIE M | CHIEF OPERATING OFFICER | — |
| MONKS CARMEN RICHARD | MEMBER INVESTMENT COMMITTEE | — |
| BURR NELSON MARCUS | CHIEF COMPLIANCE OFFICER | — |
| RECHTER WILLIAM | CHIEF INVESTMENT OFFICER | — |
| CONNOR BRENDAN THOMAS SOCHIN | PARTNER, MEMBER OF INVESTMENT COMMITTEE, PRINCIPAL | — |
| DOUCETTE ALEXANDER BAILYE | PARTNER, MEMBER OF INVESTMENT COMMITTEE | — |
| JOHNSON GILLIAN MARYA | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| WHITE DANIELLE LAUREN | PARTNER, DIRECTOR OF WEALTH ADVISORY SERVICES | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109071/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109071/similar
- Related entities: https://search.stillhousedata.com/firm/109071/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109071

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.