Rareview Capital LLC
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Overview
Rareview Capital LLC operates as a financial advisor firm based in Las Vegas, Nevada. Rareview Capital LLC controls $197.2 million in assets throughout 40 customer accounts, making it a mid-tier firm in the nation by assets under management (AUM). The company has a small team, including 2 financial advisors. Rareview Capital LLC does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial assets like options, stocks and bonds.
Rareview Capital LLC administers all of its accounts on a discretionary basis. Discretionary management signifies that an investment advisor makes buy and sell judgments without needing the client's authorization. Rareview Capital LLC oversees an average of $4.9 million in assets for each customer account. An average advisor at Rareview Capital LLC manages around 20 client accounts, making it one of the more personalized firms in the country.
Rareview Capital LLC's central office is at 1980 Festival Plaza Drive, Las Vegas, Nevada 89135. Rareview Capital LLC is allowed to serve customers across a number of states, including Connecticut and Nevada.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Rareview Capital LLC by the Numbers
$197.2 million
4
40
$4.9 million
Fee Structure
Fees for financial management are based on the services offered. Fee types billed by the firm may include the following fee structures: asset-based or fixed. The firm does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to high net worth investors and investment companies. Out of its 40 accounts, Rareview Capital LLC's largest client type by number of accounts is high net worth investors, but it also caters to 24 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 85.71%
- Other Individuals - 0%
- Corporations - 14.29%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Rareview Capital LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Rareview Capital LLC
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
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