Rareview Capital LLC

RIASEC RegisteredEst. 2016

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 SEC-registered investment adviser organized as an LLC and operating since 2016. The firm serves both individual/family and institutional clients and provides portfolio management across several client types: individuals and small businesses, investment companies, and corporate or institutional accounts. Its compensation mixes percentage-of-AUM fees with fixed-fee arrangements. Rareview is identified as engaging in CPO/CTA activities, which points to involvement with commodity pool or trading-advice activities alongside traditional advisory work. The firm does not list ESG as an active investment focus and is not classified as a multi-state or related adviser.