REACT INVESTMENT SOLUTIONS, LLC

RIASEC RegisteredEst. 2010
Total AUM
Avg account
$0
Accounts
0
Employees
17
Advisory reps
5

Firm details

Headquarters
LOS GATOS, California
CRD number
150801
Registered since
January 20, 2010
Fee structure
Percentage of AUM, Fixed Fees, Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

React Investment Solutions, LLC is an SEC‑registered limited liability company that acts primarily as a capital allocator and a manager‑of‑managers. Registered in 2010, the firm’s advisory model centers on selecting and overseeing outside advisers and third‑party managers rather than running large in‑house active equity desks. The firm’s regulatory profile is unclassified, it identifies as a domestic entity/individual owner type, and it reports relationships with related advisers and an insurance company, indicating an affiliated distribution or product channel. Fee arrangements reported include percentage‑of‑AUM charges plus fixed fees and other fee types, and the firm reports that it operates on a discretionary basis for the assets it manages. React Investment Solutions does not identify as an active ESG investor, and it is not registered as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • RICHARD BAER

    Co-Founder & CEOCRD 848798

  • KIM LAWSON

    COOCRD 2190770

  • ANDREW BAUGH

    Chief Financial OfficerCRD 2621445

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Contacts

1 of 1
  • BRENT BUNGER

    Co-Founder & PresidentCRD 1488149

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

LOS GATOS, CA

SANTA CLARA

Location

LOS GATOS, CA

Headquartered in LOS GATOS, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
459 Monterey Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

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