Firm profile

RAREVIEW CAPITAL LLC

LAS VEGAS, NVCRD 284474Latest ADV March 30, 2026

Rareview Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Las Vegas, NV. Its latest Form ADV filing, dated March 30, 2026, reports $538M in regulatory assets under management, 8 employees, 2 offices, and 37 accounts.

Assets Under Management
$538M
Employees
8
Offices
2 offices
Total Clients
37
Primary office
LAS VEGAS, NV
10785 W. TWAIN AVENUE, SUITE 210, LAS VEGAS, NV, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOJulie L. Walsh
CIONeil D. Azous

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 78.4% of total clients.
Top client categories% of clientsClients
1
HNWI
78.4%
29
2
Investment Cos.
18.9%
7
3
Other Advisers
2.7%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$538Mas of March 30, 2026
Discretionary99.5%
$535M
99% of total RAUM99.5%
Non-discretionary0.5%
$3M
1% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$538M
Total Accounts37
10Y AUM Change+$531M (+8605.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee5:1
10Y Employee Change+4 (+100.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.