← Directory
VIEW CAPITAL RIA, LP
CRD 130678File 801-62983
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 169 | 141 | decreased by28 |
| Apr 1, 2026 | AUM | $1,774,409,102 | $1,815,837,887 | increased by$41,428,785 |
| Apr 1, 2026 | Accounts | 169 | 141 | decreased by28 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 173 | 169 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,572,496,402 | $1,774,409,102 | increased by$201,912,700 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 173 | 169 | decreased by4 |
| Apr 1, 2022 | Clients | 118 | 173 | increased by55 |
| Apr 1, 2022 | AUM | $1,185,263,963 | $1,572,496,402 | increased by$387,232,439 |
| Apr 1, 2022 | Accounts | 135 | 173 | increased by38 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VIEW CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VIEW CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.