Reif Portfolio Management
Firm details
- Headquarters
- ,
- CRD number
- 329022
- Custodians
- CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC., FIDELITY DISTRIBUTORS COMPANY LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses63.28%
- HNWI25.68%
- Individuals11.04%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Reif Portfolio Management is a small, privately held limited liability advisory firm that manages discretionary portfolios for individual and family clients and provides selection of other advisers. The firm charges fees based on a percentage of assets under management and acts as a capital allocator, blending third‑party fund relationships with separately managed account structures. Its reported activity shows a clear tilt toward pooled public funds—primarily mutual funds—while also allocating to a broad set of private and alternative strategies. The firm is not identified as an active ESG investor and is not registered as a multi‑state adviser. Reif Portfolio Management appears to rely on external managers when implementing alternatives and specialized exposures. That selection‑of‑other‑advisers role suggests the firm conducts manager due diligence and constructs access to private funds and private placements rather than running those strategies in‑house.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities32%
- State & Local Bonds9%
- Non-Exchange Traded Equities3%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1
Sandra Reif
Principal And Chief Compliance OfficerCRD 2797499
Contacts
1 of 1Jametriss Faggett
Registered Financial ProfessionalCRD 8086916
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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