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Data / Investment advisers / Tennessee / Rare Capital Management, LLC

Rare Capital Management, LLC, Nashville, TN: $334 million AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Rare Capital Management, LLC is an SEC registered investment adviser with its main office in Nashville, Tennessee and reports $334 million in regulatory assets under management in its Form ADV filed June 23, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 5 private funds.

The request: Watch Rare Capital Management, LLC (CRD number 341500): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.

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Registration
SEC registered investment adviser
CRD number
341500
SEC file number
801-136405
SEC status
Approved, effective July 14, 2026
Main office
1316 Adams Street Suite 400, Nashville, TN 37208
Phone
(651) 315-6610
Website
rarecap.com
Regulatory AUM
$333,641,082 in the Form ADV filed June 23, 2026
Discretionary AUM
$333,641,082
Accounts
5
Employees
10, of which 4 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, fixed fees, performance based fees
Private funds
5: 4 private equity funds, 1 real estate fund
Gross assets of private funds
$333,641,082
Umbrella registration
1 relying advisers
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
June 23, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
Pooled investment vehicles5$333.6 million

Other advisers in Nashville

AdviserCityAUMPrivate fundsSource
Shayne & Jacobs, LLCNashville$429.5 millionNot listedadviserinfo.sec.gov
Aj AdvisorsNashville$393.9 millionNot listedadviserinfo.sec.gov
TVV CapitalNashville$372 million6adviserinfo.sec.gov
Carter-Haston Investment Partners II GP, LLCNashville$367.2 million2adviserinfo.sec.gov
Hcip Advisors, LLCNashville$339.3 million1adviserinfo.sec.gov
Mission Value Partners, LLCNashville$303.2 million2adviserinfo.sec.gov
HMS Investment AdvisorsNashville$281.9 millionNot listedadviserinfo.sec.gov
Remora Capital PartnersNashville$268.6 millionNot listedadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.