{
  "crd_number": 284474,
  "slug": "rareview-capital-llc-las-vegas-nv-284474",
  "primary_business_name": "RAREVIEW CAPITAL LLC",
  "legal_name": "RAREVIEW CAPITAL LLC",
  "dbas": [],
  "city": "Las Vegas",
  "state": "NV",
  "country": "United States",
  "cbsa_code": "29820",
  "metro": {
    "cbsa_code": "29820",
    "common_name": "Las Vegas",
    "msa_name": "Las Vegas-Henderson-North Las Vegas, NV",
    "path": "/advisors/nv/las-vegas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-07-11",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-08-18",
  "carried_forward": false,
  "raum_total": 537519047.0,
  "raum_discretionary": 534575969.0,
  "raum_non_discretionary": 2943078.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 8,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 261743986.0,
      "count": 7
    },
    "other_investment_advisers": {
      "raum": 200899863.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 74875198.0,
      "count": 29
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT",
    "NV"
  ],
  "websites": [
    "https://linkedin.com/company/rareview-capital-llc",
    "https://rareviewcapital.com",
    "https://twitter.com/rareviewcapital",
    "https://youtube.com/channel/rareviewcapital"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/284474",
  "city_as_filed": "LAS VEGAS",
  "url": "https://advisorcensus.com/firm/rareview-capital-llc-las-vegas-nv-284474",
  "display_name": "Rareview Capital LLC",
  "summary": "Rareview Capital LLC is an SEC-registered investment advisory firm in Las Vegas, NV, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 18, 2026.",
  "citation": "AdvisorCensus. Rareview Capital LLC (CRD 284474): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Rareview Capital LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Rareview Capital LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Rareview Capital LLC located?",
      "a": "Rareview Capital LLC's principal office is in Las Vegas, NV, according to its Form ADV."
    },
    {
      "q": "Is Rareview Capital LLC registered with the SEC or a state?",
      "a": "Rareview Capital LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 284474."
    },
    {
      "q": "How much does Rareview Capital LLC manage?",
      "a": "Rareview Capital LLC reports $537,519,047 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (99% discretionary)."
    },
    {
      "q": "How have Rareview Capital LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Rareview Capital LLC: Regulatory assets under management: $144,975,245 in the October 2021 data and $537,519,047 in the October 2026 data, up 271%. Total employees: 4 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Rareview Capital LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (29); investment companies (7); other investment advisers (1)."
    },
    {
      "q": "Which custodians does Rareview Capital LLC use?",
      "a": "Rareview Capital LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Rareview Capital LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284474"
    },
    {
      "q": "What changed in Rareview Capital LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $423,701,282 to $537,519,047 (+27%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 144975245.0,
      "total_employees": 4,
      "filing_date": "2021-09-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 137142280.0,
      "total_employees": 4,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 197181366.0,
      "total_employees": 4,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 288308118.0,
      "total_employees": 4,
      "filing_date": "2024-05-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 423701282.0,
      "total_employees": 5,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 537519047.0,
      "total_employees": 8,
      "filing_date": "2026-08-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $423,701,282 to $537,519,047 (+27%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/rareview-capital-llc-las-vegas-nv-284474.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 29,
      "fewer_than_5": false,
      "raum": 74875198.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 7,
      "fewer_than_5": false,
      "raum": 261743986.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": false,
      "raum": 200899863.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/284474",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
