Reigate Investors LLC
Firm details
- Headquarters
- ,
- CRD number
- 289498
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI77.85%
- Charitable Organizations22.15%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Reigate Investors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and serves an individual and family client base. Its fee arrangement includes a percentage-of-assets-under-management component alongside performance-based fees, which suggests compensation tied to investment results for at least some client relationships. Reigate is not identified as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Purpose Built
RIAMoorestown, NJ
Next Bloom Wealth
RIAGladstone, MO
Tyton Wealth
RIANorfolk, VA
Graystone Advisor, LLC
RIAFried Asset Management, Inc.
RIASound Wealth LLC
RIAMarlton, NJ