Rareview Capital LLC

RIASEC Registered

Total AUM

$538M

Discretionary

$535M

99% of AUM

Avg account

$14.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Las Vegas, Nevada
CRD number: 284474
Registered since: July 11, 2016
Website: 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

FINTRX

Overview

Rareview Capital LLC is an institutional registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 2016) and serves both high-net-worth individuals and families as well as institutional clients. Its advisory practice includes portfolio management for individuals and small businesses, investment companies, and corporate or institutional entities. Rareview operates under a fee model that combines a percentage-of-AUM charge with fixed-fee arrangements. The firm's business activities list CPO/CTA functions, indicating capacity to operate or advise commodity pools and commodity trading strategies. Ownership is reported as a mix of a domestic entity and individual ownership. The firm does not identify itself as an active ESG investor.