Raison Asset Management

Overview

Raison Asset Management is a privately held corporate advisory firm that has been SEC-registered since 2016. The firm serves both individual and family clients as well as institutional investors and acts as a capital allocator across discretionary portfolios and pooled vehicles. Its advisory services include financial planning, portfolio management for individuals/small businesses, management of pooled investment vehicles, selection of third‑party advisers, and educational seminars or workshops. Raison charges fees on a percentage‑of‑AUM basis and also uses hourly fees and performance‑based compensation in some engagements. The firm does not characterize itself as an active ESG investor, is not a multi‑state adviser, and does not identify as a pension consultant or related adviser. It maintains an affiliation with the broker‑dealer channel.

Assets & Accounts

Public Holdings

Investments & Alternatives