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View Capital

EST. AUM
$1,815,837,887

CONTACTS
12

CLIENT ACCOUNTS
141

Firm Details

Metro area Dallas
CRD Number 130678
Website view-cap.com
Client types

Overview

View Capital is a $1.6B RIA in Dallas, Texas. Ken Shoji is the CIO. There has been recent turnover on the alternatives side. They utilize Pershing as a custodian. Their client base is a blend of institutional as well as high net worth individuals, both U.S. and Non-U.S. That being said they do invest in mutual funds, separate accounts, and UCITS.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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