RAYLIANT INVESTMENT RESEARCH
Firm details
- Headquarters
- NEWPORT BEACH, 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
FINTRXOverview
Rayliant Investment Research is an institutional-focused investment adviser that provides portfolio management for investment companies. The firm operates on a percentage-of-AUM fee model and identifies as an active ESG investor, which indicates environmental, social and governance considerations are incorporated into its investment process. Registered with the SEC in 2020 and owned by a combination of a foreign entity and an individual, Rayliant targets institutional mandates and manages discretionary portfolios. Investment activity is concentrated. Public filings show a relatively small number of reportable equity positions, implying the firm favors selective, higher-conviction holdings rather than broad, highly diversified public equity sleeves. At the same time, Rayliant supplements public market exposures with allocations to non-equity instruments and externally managed alternative strategies, reflecting a multi-asset approach tailored to institutional investment-company mandates.
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
Owners & executives
2 of 2JASON HSU
Chairman & Chief Investment OfficerCRD 4923405
Phillip Wool
Chief Research OfficerCRD 8246709
Contacts
1 of 1JOSHUA KATZ
CCOCRD 4447522
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT 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
- 5140 Birch St
- Time zone
- PT (UTC-8)
- Office locations
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