A complete list of active advisors currently associated with View Capital RIA, LP

Warmer can help you find a great advisor at View Capital RIA, LP or one who fits your needs even better.

View Capital RIA, LP is a registered investment adviser that manages approximately $1.82 billion for a concentrated client base that includes individuals, ultra-high-net-worth families, institutions and pooled investment vehicles; it offers advisory and consulting services through two programs (VCAP and VCCP) along with financial planning and access to multiple asset classes, including alternative funds and offshore mutual funds. The firm serves about 135 clients through a nine-advisor team and provides both discretionary and non-discretionary account services, as well as investment manager selection and reporting. The firm’s investment process combines fundamental and technical security analysis, asset allocation modeling, and the selection and periodic due diligence of non‑affiliated independent managers, with account reviews at least semi-annually or on an ongoing basis for discretionary accounts. View Capital also discloses that it may use artificial intelligence tools in daily functions, does not independently verify third‑party manager performance data, and offers both discretionary management and non‑discretionary advisory arrangements depending on client preference. Compared with many peer team firms, View Capital’s assets are predominantly non‑discretionary (about $1.20 billion non‑discretionary versus $619 million discretionary) and the firm routinely forms and advises pooled investment vehicles, with affiliates serving as general partners of private funds that invest in private equity, debt and energy opportunities. It also structures and may accept performance‑based fee arrangements or carried interest for certain investments, and provides fund‑sponsor and portfolio management services for pooled vehicles—capabilities that are less common among similarly sized team advisory firms.

To learn more about the advisors currently working at View Capital RIA, LP, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.