REFORMATION MANAGEMENT, LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 317893
- Registered since
- September 9, 2022
Firm profile
FINTRXOverview
Reformation Management, LLC is a privately owned investment adviser organized as a limited liability company and registered with the SEC in 2022. The firm operates as sponsor and general partner for pooled private investment vehicles, with its primary activity centered on managing multiple private funds rather than operating a traditional retail advisory platform. Reformation does not profile itself as an ESG-focused manager and is not registered as a multi-state adviser; its regulatory and organizational disclosures classify it as an unclassified adviser under individual ownership. Investment activity is concentrated in closed-end private fund structures. The firm’s allocation interest is weighted toward private equity-style venture capital vehicles, and its role as sponsor and managing member indicates it runs the investment decision-making and day-to-day management of those pooled vehicles. That governance posture typically aligns with responsibilities for sourcing deal flow, performing diligence, negotiating terms, and overseeing portfolio company relationships on behalf of fund investors.
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
3 of 3James Hao
Managing PartnerCRD 7630902
ANDREW OVED
Managing PartnerCRD 7630903
DAVID ROGG
Managing PartnerCRD 5940415
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 310 NW 26th St
- Time zone
- ET (UTC-5)
- Office locations
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