|
⚲
|
| Rareview Capital LLC
✚
|
|
|---|---|
| CRD # | 284474 |
| SEC # | 801-108100 |
| CIK # | |
| AUM | $197.2 MM (2023-03-31) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 212-475-8664 |
| Address | 1980 Festival Plaza Drive Las Vegas, NV 89135 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 24 | 66.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 131.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 40 | 197.2 |
| By Discretionary | ||
| Discretionary | 40 | 197.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 40 | 197.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 197.2 | |
| Total | 40 | 197.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
MacroView Investment Management LLC
✚
|
MD | 0.2 |
|
Cathy Pareto and Associates Inc
✚
|
FL | 0.2 |
|
Coombe Bender & Company LLC
✚
|
NY | 0.2 |
|
Heron Bay Capital Management LLC
✚
|
MI | 0.2 |
|
First Oak Wealth Management LLC
✚
|
NC | 0.2 |
|
Goodwin Investment Advisory LLC
✚
|
GA | 0.2 |
|
Benningfield Financial Advisors LLC
✚
|
CA | 0.2 |
|
Caruso McLean & Co Inc
✚
|
NY | 0.2 |
|
SFI Advisors LLC
✚
|
NJ | 0.2 |
|
GBC Investment Group LLC
✚
|
FL | 0.2 |