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RAREVIEW CAPITAL LLC

LAS VEGAS, NV · CRD 284474 · IAPD ↗ · 212-475-8664

$537.5MRegulatory AUM
2Advisory reps
8Employees
2Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — RAREVIEW CAPITAL LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — RAREVIEW CAPITAL LLC crossed $500M in regulatory AUM ($423.7M -> $537.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
67
April 2025 — RAREVIEW CAPITAL LLC reported RAUM up 47% ($288.3M -> $423.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
June 2024 — RAREVIEW CAPITAL LLC reported RAUM up 67% ($172.9M -> $288.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.