|
⚲
|
| View Capital RIA LP
✚
|
|
|---|---|
| CRD # | 130678 |
| SEC # | 801-62983 |
| CIK # | |
| AUM | $1.5 BB (2023-03-31) |
| Employees | 17 (59% Investors, 0% Brokers) |
| Phone | 214-855-2550 |
| Address | 2727 N Harwood Street Dallas, TX 75201 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | VCA Multi-Strategy Fund LLC | [2020-03-30] | 13.7 | 23.6 |
| PE | View Wireless Infrastructure Fund LP | 2018-03-30 | 6.9 | |
| Other | VCA Oil & Gas Program I LP | [2015-03-31] | 21.6 | 3.4 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 8.3 |
| (b) Individuals (high net worth individuals) | 166 | 1,401.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 33.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 13.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 197 | 1,456.7 |
| By Discretionary | ||
| Discretionary | 75 | 392.6 |
| Non-Discretionary | 122 | 1,064.1 |
| Total | 197 | 1,456.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 218.9 | |
| United States Persons | 1,237.8 | |
| Total | 197 | 1,456.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Jeff Vale | 19 | ||
| Infinity Capital Advisors LLC | 8 | ||
| Jeffrey Rupp | 2 | ||
| O Morris | 1 | ||
| VCA Energy Management | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
North Star Investment Management Corporation
✚
|
IL | 1.8 |
|
Glynn Capital Management LLC
✚
|
CA | 1.6 |
|
Kinneret Advisory LLC
✚
|
NY | 1.6 |
|
Point Olema Capital Partners LP
✚
|
CA | 1.5 |
|
Spring Mountain Capital LP
✚
|
NY | 1.4 |
|
CSM Capital Corporation
✚
|
NY | 1.3 |
|
Rosemawr Management LLC
✚
|
FL | 1.3 |
|
Appomattox Advisory Inc
✚
|
NY | 1.2 |
|
Mount Lucas Management LP
✚
|
PA | 1.2 |
|
Main Management LLC
✚
|
CA | 1.2 |