REEF PASS INVESTORS

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
OLD GREENWICH, Connecticut
CRD number
334433
Registered since
February 26, 2025

Firm profile

FINTRX

Overview

Reef Pass Investors is organized as a limited liability company controlled by an individual owner and registered with the SEC in 2025. The firm is classified as unclassified in the snapshot data and does not present itself as a capital allocator, multi-state adviser, pension consultant, or related adviser. It is not identified as an active ESG investor. Regulatory and activity markers in the profile signal that Reef Pass functions primarily as a sponsor and general partner: it serves as sponsor, GP, and managing member of pooled investment vehicles. That affiliation profile, combined with the absence of typical retail-client metrics, indicates the firm is focused on managing pooled private funds rather than operating as a traditional advisory practice for individual household accounts.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Robert Brown

    Founding PartnerCRD 8036795

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

OLD GREENWICH, CT

FAIRFIELD

Location

OLD GREENWICH, CT

Headquartered in OLD GREENWICH, CT, 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
FAIRFIELD
Address
1700 E Putnam Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth