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LONE VIEW CAPITAL

LOS ANGELES, CA · CRD 321209 · IAPD ↗ · 310-424-4660

$1.59BRegulatory AUM
19Advisory reps
21Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — LONE VIEW CAPITAL reported RAUM up 26% ($1.27B -> $1.59B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
59
April 2024 — LONE VIEW CAPITAL grew from 12 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — LONE VIEW CAPITAL crossed $1B in regulatory AUM ($321.4M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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