RAREVIEW CAPITAL LLC
Firm details
- Headquarters
- LAS VEGAS, Nevada
- CRD number
- 284474
- Registered since
- July 11, 2016
- Website
- www.rareviewcapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- US Government Bonds7%
- Exchange Traded Equities2%
Owners & executives
1 of 1JULIE WALSH
Chief Compliance OfficerCRD 4340409
Contacts
3 of 6David Hirsch
MemberCRD 6770887
Sharif Nsouli
AnalystCRD 7969656
NEIL AZOUS
FounderCRD 3175639
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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