Rareview Capital LLC

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

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 SEC-registered investment adviser organized as an LLC and in operation since 2016. The firm serves both individual/family and institutional clients and offers portfolio management across individuals/small businesses, investment companies, and businesses or institutions. Its fee arrangements include both percentage-of-AUM and fixed-fee structures. Rareview is identified as a CPO/CTA in its business activities, and it does not describe itself as an active ESG investor. Ownership is reported as a mix of a domestic entity and an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

2 of 2

  • Julie Walsh

    Chief Compliance OfficerCRD 4340409

  • John Netto

    John Netto

    Chief StrategistCRD 4513528

Contacts

3 of 6
  • Louis Noschese

    Louis Noschese

    Director of MarketingCRD 846372

  • Michael Sedacca

    Michael Sedacca

    Portfolio ManagerCRD 6449067

  • Neil Azous

    Neil Azous

    FounderCRD 3175639

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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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