Reigate Investors LLC

RIASEC Registered
Total AUM
$28.5M
Discretionary
$28.5M
100% of AUM
Avg account
$2.2M
Accounts
13
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
289498
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI77.85%
  • Charitable Organizations22.15%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Reigate Investors LLC is a boutique advisory firm that concentrates on equity management for high-net-worth individuals, families and small businesses. The firm’s filings show a clear preference for exchange-traded equities, delivering separately managed account solutions that emphasize liquid, tradable exposures rather than bond ladders or alternative instruments. Fee arrangements include both a percentage of assets under management and performance-based fees, which signals an active, outcome-oriented approach to portfolio construction and a willingness to run concentrated or opportunistic equity positions when the manager sees value. Reigate does not position itself as an ESG-focused adviser and it does not operate as a multi-state pension consultant.

Assets & Accounts

Public Holdings

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

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Aaron Wilhelm

    Managing MemberCRD 6608439

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth