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View Capital RIA, LP

View Capital RIA, LP. CRD 130678

View Capital RIA, LP logo

CRD: 130678

View Capital RIA, LP

Dallas, TX, 75201
214-855-2550
www.view-cap.com
$1.8B Total AUM
$543.4M Disc. AUM
4.2% 3Y CAGR
18 Employees
169 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Northern Trust · Pershing
Clients
Retail and Institutional
Platforms
Catalyst optimaFusion meridian +more
Established Date
04-09-2004
Office Locations
1

Office Locations

2727 N. Harwood Street Suite 225 Dallas TX

About View Capital RIA, LP

View Capital Advisors is an independent Dallas-based RIA serving high-net-worth, highly independent clients (including entrepreneurs) with a disciplined, collaborative wealth management approach. The firm combines portfolio construction and planning (estate/charitable/insurance) with best-of-breed strategies spanning ETFs, fixed income, and alternative/private investments, and supports retail and institutional relationships. Custody includes Schwab and Pershing.

Team overview

49 AVG AGE
$147.9M AVG AUM / ADVISOR
$10.5M AVG AUM / CLIENT
12.9 yrs AVG TENURE
18 Employees
12 Advisory Reps
9 RIA Reps
21yrs Firm Age

Insights

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Asset Classes

Ember Focus Focus Prime Wave wave Catalyst Momentum ridge Meridian zenith

Client Personas

Vertex

Custodian

Ember Harbor Oak Frontier Delta timber Bridge Vector pathway Atlas insight Capital insight Wave

Investment Themes

Atlas ridge Summit eagle Element beacon Atlas

Investment Vehicles

Catalyst radial Vector

Services

Atlas North Glacier glacier Catalyst Matrix timber Meridian Insight Signal crest Ridge pathway Beacon insight

Technology

Foundation unison Vital pioneer Fusion catalyst

Owner & Executives

JEFFREY GORDON RUPP

JEFFREY GORDON RUPP

Chief Compliance Officer, Managing Director

CRD
#1505247
Ownership
Less than 5%
(805) 539-4024
element.ember@focuscapital.com
in linkedin.com/in/element-ember

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Contacts

R

RAYMOND CRAIG BRUBAKER

Managing Director

CRD
#2578337
(583) 935-3518
fusion.vital@quantumcapital.com
in linkedin.com/in/beacon-harbor
STEPHANIE ADAIR BYRD

STEPHANIE ADAIR BYRD

Client Advisor

CRD
#2531482
(817) 786-5210
quantum.quantum@meridiancapital.com
in linkedin.com/in/radial-peak
H

Horizon ember

Element timber timber

CRD
#78097
(339) 900-8500
ember.crest@vertexcapital.com
in linkedin.com/in/focus-vector

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2021
03-29-2022
03-31-2023
07-01-2024
03-26-2025
Category Assets AVG. Account size
Discretionary $543,370,465 $5,488,591
Non-Discretionary $1,231,038,637 $17,586,266
Total $1,774,409,102 $10,499,462

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Separately Managed Accounts

Total SMA Asset: $1,731,437,139

$1.7B Total SMA
Equity - Exchange:
18.2%
Private Funds:
13.9%
Cash:
22.4%
Public Funds:
17.8%
Corporate - Investment Grade:
27.7%
Asset class Assets Assets %
Equity - Exchange $1,291,987,158 18.2%
Private Funds $986,737,445 13.9%
Cash $1,590,138,041 22.4%
Public Funds $1,263,591,836 17.8%
Corporate - Investment Grade $1,966,376,060 27.7%
Total $7,098,830,540 100.0%

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