RAREVIEW CAPITAL LLC

RIASEC RegisteredEst. 2016
Total AUM
$538M
Discretionary
$535M
99% of AUM
Avg account
$14.5M
Accounts
37
Employees
8
Advisory reps
7

Firm details

Headquarters
LAS VEGAS, Nevada
CRD number
284474
Registered since
July 11, 2016
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Investment Companies48.69%
  • Other Investment Advisers37.38%
  • HNWI13.93%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Rareview Capital LLC is a privately held investment adviser that focuses on discretionary portfolio management for high-net-worth individuals, families and institutional clients. The firm combines a heavy use of pooled public funds with explicit allocations to alternative strategies; that mix suggests a blend of core diversified exposure through mutual funds alongside targeted, manager-driven alternative allocations for return enhancement and risk diversification. Rareview operates as a CPO/CTA in addition to providing traditional advisory services, so its investment approach can include commodity and managed futures exposures alongside more conventional long-only mandates. Fee arrangements include both percentage-of-AUM and fixed fees. Rareview does not identify as an active ESG investor. Its advisory remit spans individuals and small businesses, investment companies and institutional entities, indicating flexible portfolio mandates across client types.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 91%, US Government Bonds 7%, Exchange Traded Equities 2%91%
  • Public Funds/Mutual Funds91%
  • US Government Bonds7%
  • Exchange Traded Equities2%

Owners & executives

1 of 1
  • JULIE WALSH

    Chief Compliance OfficerCRD 4340409

Contacts

3 of 6
  • David Hirsch

    MemberCRD 6770887

  • Sharif Nsouli

    AnalystCRD 7969656

  • NEIL AZOUS

    FounderCRD 3175639

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

LAS VEGAS, NV

CLARK

Location

LAS VEGAS, NV

Headquartered in LAS VEGAS, NV, anchoring the Las Vegas-Henderson, NV metro in the West.

Metro area
Las Vegas-Henderson, NV
Region
West
County
CLARK
Address
10785 W Twain Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth