Rayliant Investment Research

RIASEC RegisteredEst. 2020
Total AUM
$203M
Discretionary
$203M
100% of AUM
Avg account
$50.9M
Accounts
4
Employees
21
Advisory reps
4

Firm details

Headquarters
Walnut, California
CRD number
306119
Registered since
April 1, 2020
Website
rayliant.com
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Rayliant Investment Research is an institutional registered investment adviser that began SEC registration in 2020. Ownership is described as a mix of a foreign entity and an individual. The firm serves institutional clients and charges fees as a percentage of assets under management. Its principal advisory activity is portfolio management for investment companies. Rayliant identifies as an active ESG investor and is not set up as a multi-state adviser; it is not listed as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Jason Hsu

    Jason Hsu

    Chairman & Chief Investment OfficerCRD 4923405

  • Phillip Wool

    Chief Research OfficerCRD 8246709

Contacts

2 of 2
  • Joshua Katz

    Joshua Katz

    CCOCRD 4447522

  • Himanshu Surti

    Himanshu Surti

    Senior Vice PresidentCRD 6929060

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Walnut, CA

Los Angeles

Location

Walnut, CA

Headquartered in Walnut, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
20277 Valley Blvd
Time zone
PT (UTC-8)
Office locations

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