Reigate Investors LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1Aaron Wilhelm
Managing MemberCRD 6608439
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Next Bloom Wealth
RIAGladstone, MO
Tyton Wealth
RIANorfolk, VA
Graystone Advisor, LLC
RIAFried Asset Management, Inc.
RIASound Wealth LLC
RIAMarlton, NJ