The VIEW CAPITAL ADVISORS is a privately held investment adviser that advises $1.82Bn in regulatory assets under management held in 3 SEC fund types across 3 investment strategies. VIEW CAPITAL ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 53.48% over the last 5-years.
The Group has been registered with the SEC for 22.32 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 2727 N. HARWOOD STREET SUITE 225, DALLAS, TEXAS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 18 employees comprised of 11 investment and 7 non-investment staff. The total number of Employees remained the same over the last few years.
Their $1.82Bn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 2 other accounts. Assets of High Net Worth Individuals clients own $1.73Bn or 95.25% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $56.56mn or 3.11% of Total Assets.
The Group's top investment strategies include Multi Strat, Infrastructure and Commodities, representing 56.1%, 40.28% and 3.62% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 3 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
VIEW CAPITAL ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.