Reef Investment Management LLC

Overview

Reef Investment Management LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2020. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles. Its commercial model charges a combination of percentage-of-AUM and fixed fees and the firm reports non-discretionary management across its relationships. Reef is not positioned as an ESG-active adviser, does not operate as a multi-state adviser, and does not identify as a pension consultant. The firm’s ownership is listed as a mix of a domestic entity and an individual, and it participates in sponsor/GP and managing-member roles for pooled vehicles in addition to working with accountants and real estate brokers.

Assets & Accounts

Investments & Alternatives

Location & Offices