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 institutional registered investment adviser formed as an LLC and registered with the SEC in 2010. The firm presents itself as a capital allocator and operates with a business model that includes selecting third‑party advisers rather than running all strategies in house. Its fee arrangements include percentage‑of‑AUM billing as well as fixed and other fee structures. React is not positioned as an ESG‑focused manager and does not report multi‑state adviser status; it is identified as a related adviser and lists affiliations with another investment adviser and an insurance company.

Assets & Accounts

Investments & Alternatives

Investment profile

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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

    Richard Baer

    Co-Founder & CEOCRD 848798

  • Kim Lawson

    COOCRD 2190770

  • Andrew Baugh

    Andrew Baugh

    Chief Financial OfficerCRD 2621445

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Contacts

1 of 1
  • Brent Bunger

    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

Intelligence for Private Wealth