Reef Advisors LLC

Overview

Reef Advisors LLC is a small, discretionary wealth manager focused on portfolio management for individuals and small businesses. The firm uses a percentage-of-AUM fee model and concentrates its client servicing on individual and family relationships rather than institutional or pension work. Filings indicate a clear equity tilt: the firm prefers exchange-traded equities and ETFs as the primary building blocks of client portfolios, and it also allocates to third-party mutual funds and hedge funds to add diversification and access to strategies beyond long-only public markets. Reef Advisors does not identify as an active ESG investor and operates as a single-state, non-multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices