VIEW CAPITAL RIA, LP

Overview

View Capital Ria, LP is an independent registered investment adviser organized as a limited partnership and SEC-registered since 2004. The firm positions itself as a capital allocator for high-net-worth individuals, families and institutional clients, combining separately managed account (SMA) equity strategies with access to alternative managers and proprietary pooled vehicles. Its advisory services extend across financial planning, portfolio management for individuals, small businesses and pooled investment vehicles, selection of other advisers and pension consulting services. The firm also operates as an insurance broker and acts as a sponsor/GP or managing member of pooled funds it advises. Investment emphasis is on exchange-traded equities delivered through SMA and custody relationships, supplemented by mutual funds and corporate debt for public-market exposure. At the same time View Capital allocates meaningfully to private markets and hedge strategies — private equity, venture capital, hedge funds, commodities and oil & gas are explicit parts of the alternatives slate. The firm charges a mix of percentage-of-AUM, hourly and fixed fees, and can employ performance-based fees for certain products and private funds. View Capital was named one of CNBC’s Top 100 Financial Advisory Firms in 2022.

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