REEF INVESTMENT MANAGEMENT LLC

RIASEC RegisteredEst. 2020
Total AUM
$234M
Discretionary
$0
0% of AUM
Avg account
$58.6M
Accounts
4
Employees
13
Advisory reps
2

Firm details

Headquarters
LEHI, Utah
CRD number
309186
Registered since
December 18, 2020
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • KYLE HUTCHINS

    Managing DirectorCRD 6755624

  • Chad DeCoursey

    Managing DirectorCRD 7950036

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth