VIEW CAPITAL RIA, LP
Adviser information for VIEW CAPITAL RIA, LP last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 17 |
|---|---|
| Investment Advisory/Research | 11 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 9 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 75 | $412.2M |
| Non-Discretionary | 87 | $1.2B |
| Total | 162 | $1.6B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 19 | $13.1M |
| HNW Individuals | 138 | $1.5B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 4 | $34.2M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $14.7M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 27 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-62983 |
|---|---|
| SEC ERA File Number | 801-62983 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 130678 |
| Legal Entity Identifier | None |
Principal Office
2727 N. HARWOOD STREETSUITE 225
DALLAS
TX
United States
Monday - Friday, 8:30 TO 4:00 CENTRAL
Tel: 214-855-2550, Fax: 214-855-2555
Chief Compliance Officer
JEFFREY G. RUPP
PRESIDENT, RCB PARTNERS, LLC GP OF VIEW CAPITAL RIA, LP
2727 N. HARWOOD STREET
SUITE 225
DALLAS
TX
United States
Tel:
214-855-2550
Fax:
214-855-2555
J****@***********M
(Full email address available in API data)
Industry Affiliates
| BLUFFVIEW INSURANCE AGENCY, LP | Insurance company or agency |
| VCA ENERGY MANAGEMENT, LLC | Sponsor, GP, manager of pooled investment vehicles |
| VIEW CAPITAL MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| VCA MULTI-STRATEGY FUND, LLC | Hedge Fund | $23.9M | $0.1M | 46 |
| VCA OIL & GAS PROGRAM I, LP | OIL & GAS INVESTMENTS | $4.8M | $0.1M | 52 |
| VIEW DIGITAL INFRASTRUCTURE FUND LP | Private Equity Fund | $2.5M | $0.1M | 15 |
| VIEW WIRELESS INFRASTRUCTURE FUND LP | Private Equity Fund | $3.1M | $0.0M | 14 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| VIEW CAPITAL ADVISORS, LLC | Domestic Entity | – | LIMTED PARTNER | 11/2003 | > 75% |
| RUPP, JEFFREY, GORDON | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2003 | < 5% |
| RUPP, JEFFREY, GORDON | Individual | RCB PARTNERS, LLC | MEMBER | 11/2003 | > 75% |
| RCB PARTNERS, LLC | Domestic Entity | – | GENERAL PARTNER | 11/2003 | < 5% |