View Capital Ria, LP is a large advisory firm based in Dallas. It manages $1.02 billion of regulatory assets for 1,008 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Florida, Louisiana, Texas, and Virginia.
View Capital Ria provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
View Capital Ria: assets under management
The assets under management (AUM) of View Capital Ria, LP is $1.02 billion. The firm's AUM has grown by 90% since the beginning of its operation, and $281.85 million of the total AUM is attributable to clients outside of the United States.
The firm manages $108.6 million in discretionary accounts and $909.01 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.31 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $982.71 thousand.
Investments
The firm invests in pooled investment vehicles the most. They account for 33% of the total AUM. The second-largest asset type is exchange traded securities, which make up 30% of the firm’s portfolio. Investments in cash and cash equivalents form 17% of the total invested assets.
