Rareview Capital Llc
- Regulatory AUM
- $538M
- Discretionary
- $535M
- Clients
- 37
- Avg AUM / client
- $14.5M
- Accounts
- 37
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 29 | $74.9M | 13.9% |
| Investment companies | 7 | $262M | 48.7% |
| Other investment advisers | 1 | $201M | 37.4% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Richmond Sedacca | Member | Jun 2016 (10y) | 5% – 10% | |
| Neil David Azous | Managing Member & Chief Investment Officer | Jun 2016 (10y) | Less than 5% | |
| Cohen, Gerald, Leslie | Member | Nov 2016 (10y) | 5% – 10% | |
| Hirsch, David, Alan | Member | Nov 2016 (10y) | 5% – 10% | |
| Louis James Noschese | Member | Nov 2016 (10y) | Less than 5% | |
| Walsh, Julie, L. | Chief Compliance Officer | Mar 2022 (4y) | Less than 5% | |
| Sharif Nsouli | Registered representative | Aug 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Neil Azous Revocable Trust | Member | Jun 2016 | A | 75% or more |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1020 KB | 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $74.9M (14% of AUM) Mar 2026
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) ↗