Reed Capital Management, LLC

Overview

Reed Capital Management, LLC is a privately held investment advisor organized as a limited liability company and owned by an individual. The firm’s client mix centers on individuals, families and small institutions, with a primary advisory focus on portfolio management for individuals and small businesses. Reed Capital charges fees as a percentage of assets under management and manages its assets on a discretionary basis. Investment posture skews toward equity exposure, with a pronounced allocation to non-exchange-traded or privately held equities. The firm is not positioned as an active ESG investor and does not report multi-state adviser status; it maintains an industry affiliation with an insurance company. Reed Capital supplements core equity positions with third-party products and external managers where appropriate.

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