REAVES ASSET MANAGEMENT
Firm details
- Headquarters
- JERSEY CITY, New Jersey
- CRD number
- 3140
- Registered since
- October 1, 1977
- Website
- reavesam.com
- Custodians
- PERSHING LLC, RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies95.14%
- Individuals3.83%
- HNWI0.5%
- Corporations / Businesses0.31%
- Charitable Organizations0.22%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Reaves Asset Management is a corporation and SEC-registered investment adviser that has been operating since 1977. The firm provides discretionary portfolio management for individuals and small businesses, investment companies, and institutional clients. Its client base includes individual and family investors as well as institutions. Fee arrangements include a percentage of assets under management alongside other fee structures. Reaves does not identify as an active ESG investor.
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
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
3 of 5JOSEPH RHAME
Chief Executive OfficerCRD 4676211
STEPHEN GAVLICK
Chief Compliance OfficerCRD 2909207
RONALD SORENSON
CEO & Chief Investment OfficerCRD 2218479
Contacts
2 of 2BRIAN WEEKS
Vice President, Research AnalystCRD 4679843
JOHN BARTLETT
President & Portfolio ManagerCRD 2248307
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
JERSEY CITY, NJ
HUDSON
Location
JERSEY CITY, NJ
Headquartered in JERSEY CITY, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- HUDSON
- Address
- 10 Exchange Pl
- Time zone
- ET (UTC-5)
- Office locations
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