View Capital Ria, Lp
- Regulatory AUM
- $1.8B
- Discretionary
- $619M
- Clients
- 141
- Avg AUM / client
- $12.9M
- Accounts
- 141
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 9 | $4.9M | 0.27% |
| High net worth individuals | 126 | $1.7B | 95.4% |
| Pooled investment vehicles (non-investment companies) | 4 | $53.3M | 2.94% |
| Charitable organizations | 2 | $24.8M | 1.37% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $34.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Vca Multi Strategy Fund, Llc feeder | Hedge Fund | Delaware | $23.9M | 46 |
| Vca Oil & Gas Program I, Lp | Other Private Fund | Texas | $4.8M | 52 |
| View Wireless Infrastructure Fund Lp | Private Equity Fund | Texas | $3.1M | 14 |
| View Digital Infrastructure Fund Lp | Private Equity Fund | Texas | $2.5M | 15 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Gordon Rupp | Chief Compliance Officer | Nov 2003 (23y) | ≈ 0% – 5% via Rcb Partners, Llc | |
| Jaime Ernesto Palmer | Registered representative | Jan 2006 (21y) | ||
| Stephanie Adair Byrd | Registered representative | CFP | Jun 2007 (19y) | |
| Raymond Craig Brubaker | Registered representative | Aug 2011 (15y) | ||
| Peter Warren Paddock | Registered representative | CFA | Dec 2011 (15y) | |
| Salvador Daniel Sanchez | Registered representative | Oct 2014 (12y) | ||
| Kenichi Shoji | Registered representative | CFA | Apr 2017 (9y) | |
| Kelly Hohertz | Registered representative | CFA | Sep 2020 (6y) | |
| Austin Dean Tatum | Registered representative | CFA | Oct 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| View Capital Advisors, Llc | Limted Partner | Nov 2003 | A | 75% or more |
| Rcb Partners, Llc | General Partner | Nov 2003 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jeffrey Gordon Rupp: 75% – 100% of Rcb Partners, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $34.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Vca Multi Strategy Fund, Llc | Hedge Fund | $23.9M | $100K | 46 |
| Vca Oil & Gas Program I, Lp | Other Private Fund | $4.8M | $65.0K | 52 |
| View Wireless Infrastructure Fund Lp | Private Equity Fund | $3.1M | $25.0K | 14 |
| View Digital Infrastructure Fund Lp | Private Equity Fund | $2.5M | $100K | 15 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.82 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Pershing $696M (38% of AUM) Mar 2026
- Charles Schwab & Co. $213M (12% of AUM) Mar 2026
- J.P. Morgan $177M (11% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗