REACT INVESTMENT SOLUTIONS, LLC
Firm details
- Headquarters
- LOS GATOS, California
- CRD number
- 150801
- Registered since
- January 20, 2010
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
React Investment Solutions, LLC is an SEC‑registered limited liability company that acts primarily as a capital allocator and a manager‑of‑managers. Registered in 2010, the firm’s advisory model centers on selecting and overseeing outside advisers and third‑party managers rather than running large in‑house active equity desks. The firm’s regulatory profile is unclassified, it identifies as a domestic entity/individual owner type, and it reports relationships with related advisers and an insurance company, indicating an affiliated distribution or product channel. Fee arrangements reported include percentage‑of‑AUM charges plus fixed fees and other fee types, and the firm reports that it operates on a discretionary basis for the assets it manages. React Investment Solutions does not identify as an active ESG investor, and it is not registered as a multi‑state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4RICHARD BAER
Co-Founder & CEOCRD 848798
KIM LAWSON
COOCRD 2190770
ANDREW BAUGH
Chief Financial OfficerCRD 2621445
Contacts
1 of 1BRENT BUNGER
Co-Founder & PresidentCRD 1488149
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LOS GATOS, CA
SANTA CLARA
Location
LOS GATOS, CA
Headquartered in LOS GATOS, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 459 Monterey Ave
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
PROFLEX FINANCE
RIALOS GATOS, CA
CULTIVATE FINANCIAL GROUP LLC
RIALOS GATOS, CA
RICE FINANCIAL CONSULTING, INC.
RIALOS GATOS, CA
ORCHARD CITY WEALTH MANAGEMENT, LLC
RIALOS GATOS, CA
FUTURE WEALTH LLC
RIALOS GATOS, CA
LOS GATOS FINANCIAL LLC
RIALOS GATOS, CA