REEF INVESTMENT MANAGEMENT LLC
Firm details
- Headquarters
- LEHI, Utah
- CRD number
- 309186
- Registered since
- December 18, 2020
- Website
- www.reefim.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Reef Investment Management LLC is a small, SEC‑registered advisory firm organized as an LLC and focused on institutional clients through management of pooled investment vehicles. The firm’s advisory activity centers on portfolio management for those pooled vehicles, and it serves as sponsor, general partner and managing member on its sponsored funds. Fee arrangements reported include both percentage‑of‑assets and fixed‑fee structures. Reef’s positioning is tilted toward illiquid, closed‑end strategies rather than broad retail wealth management: it allocates to external alternative managers and structures concentrated pooled vehicles. The firm does not report active ESG integration, and its registration and operational profile indicate a focused, specialist advisory practice rather than a broad, multi‑state retail RIA.
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
Contacts
2 of 2KYLE HUTCHINS
Managing DirectorCRD 6755624
Chad DeCoursey
Managing DirectorCRD 7950036
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LEHI, UT
UTAH
Location
LEHI, UT
Headquartered in LEHI, UT, in the West of the United States.
- Region
- West
- County
- UTAH
- Address
- 2600 N Ashton Blvd
- Time zone
- MT (UTC-7)
- Office locations
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