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| View Capital RIA LP
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| |
|---|---|
| CRD # | 130678 |
| SEC # | 801-62983 |
| CIK # | |
| AUM | $1.6 BB (2024-07-01) |
| Employees | 17 (65% Investors, 0% Brokers) |
| Phone | 214-855-2550 |
| Address | 2727 N Harwood Street Dallas, TX 75201 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | View Digital Infrastructure Fund LP | [2024-03-26] | 2.0 | 2.5 |
| HF | VCA Multi-Strategy Fund LLC | [2020-03-30] | 20.1 | 23.9 |
| PE | View Wireless Infrastructure Fund LP | 2018-03-30 | 3.1 | |
| Other | VCA Oil & Gas Program I LP | [2015-03-31] | 21.6 | 4.8 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 13.1 |
| (b) Individuals (high net worth individuals) | 138 | 1,541.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 34.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 14.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 162 | 1,603.8 |
| By Discretionary | ||
| Discretionary | 75 | 412.2 |
| Non-Discretionary | 87 | 1,191.6 |
| Total | 162 | 1,603.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 247.3 | |
| United States Persons | 1,356.5 | |
| Total | 162 | 1,603.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Jeff Vale | 24 | ||
| Infinity Capital Advisors LLC | 8 | ||
| Jeffrey Rupp | 3 | ||
| Warren Paddock | 2 | ||
| O Morris | 1 | ||
| VCA Energy Management | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
NFC Investments LLC
✚
|
TN | 1.9 |
|
Titan Advisors LLC
✚
|
CT | 1.9 |
|
Kinneret Advisory LLC
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|
NY | 1.8 |
|
Point Olema Capital Partners LP
✚
|
CA | 1.8 |
|
Glynn Capital Management LLC
✚
|
CA | 1.7 |
|
Spring Mountain Capital LP
✚
|
NY | 1.7 |
|
CSM Capital Corporation
✚
|
NY | 1.5 |
|
Alternative Investment Management LLC
✚
|
NY | 1.5 |
|
Rosemawr Management LLC
✚
|
FL | 1.4 |
|
Main Management LLC
✚
|
CA | 1.4 |