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VIEW CAPITAL RIA, LP
CRD 130678File 801-62983
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.82B
Top 25% of cohort (national)
Discretionary AUM
$619.4M
Non-discretionary $1.20B
Clients
141
141 accounts
Employees
18
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 9, 2004
- Principal office
- 2727 N. HARWOOD STREET, SUITE 225, DALLAS, TX, 75201
- Phone
- 214-855-2550
- Website
- HTTP://WWW.VIEW-CAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.82B
- Discretionary AUM
- $619.4M
- Non-discretionary AUM
- $1.20B
- Discretionary accounts
- 90
- Non-discretionary accounts
- 51
- Total accounts
- 141
- AUM per client
- $12.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $24.8M |
| High net worth individuals | 126 | $1.73B |
| Pooled investment vehicles | 4 | $53.3M |
| Individuals (other than high net worth individuals) | 9 | $4.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.