Raison Asset Management

RIASEC RegisteredEst. 2016

Total AUM

$106M

Discretionary

$106M

100% of AUM

Avg account

$21.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Tallinn,
CRD number: 282147
Registered since: March 4, 2016
Website: raison.app
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: Pooled Investment Vehicles96.87%
Individuals3.13%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Raison Asset Management is a SEC‑registered corporate investment adviser that has operated since 2016. The firm serves both individuals and institutional clients and functions as a capital allocator, which includes selecting outside managers and sponsoring pooled vehicles. Its advisory offerings span financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and educational workshops. Compensation structures include percentage‑of‑AUM fees, hourly charges, and performance‑based fees. The firm is not identified as an active ESG investor and maintains affiliations that include broker‑dealer and other investment adviser relationships.