North Reef Capital Management LP
Firm details
- Headquarters
- Laguna Beach, California
- CRD number
- 311056
- Registered since
- July 29, 2022
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles92.8%
- Investment Companies7.2%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
North Reef Capital Management LP is a hedge fund organized as a limited partnership and registered with the SEC in 2022. The firm serves institutional clients and charges both a percentage-of-assets management fee and performance-based fees. Its stated business activities include acting as a commodity pool operator/commodity trading advisor (CPO/CTA) and providing portfolio management for investment companies and other pooled investment vehicles. North Reef also functions as sponsor, general partner, or managing member of pooled vehicles it runs. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2James Hanna
Founder, Chief Investment Officer, and PartnerCRD 4561694

Daniel Locasto
Chief Operating OfficerCRD 6206082
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Laguna Beach, CA
Orange
Location
Laguna Beach, CA
Headquartered in Laguna Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 1833 S Coast Hwy
- Time zone
- PT (UTC-8)
- Office locations
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