RED REEF ADVISORS LLC

Overview

Red Reef Advisors LLC is an independent SEC-registered registered investment adviser organized as an LLC. The firm positions itself as a capital allocator for both individual/family and institutional clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and manager selection services. Its fee schedule is flexible: percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor. Red Reef operates as an allocator to external managers rather than relying solely on in-house proprietary strategies. That role shows up in both its public-equity activity and in the variety of alternative fund types it uses. Custody relationships are concentrated with major custodians, which supports a model of third-party fund access plus liquid public market exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices