RELIANT GROUP MANAGEMENT, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 284299
- Website
- reliantgroup.com
Firm profile
FINTRXOverview
Reliant Group Management, LLC is an owner‑managed limited liability company that operates primarily as a sponsor and general partner of pooled investment vehicles. The firm is not flagged as a multi‑state adviser, is not identified as an active ESG investor, and is not listed as a pension consultant or related adviser. Public records do not show a firm SEC registration year, and the organization is classified as an unclassified adviser in available filings. The firm's regulatory footprint and activity indicators point to sponsor/GP roles rather than traditional retail advisory services. Reliant Group Management, LLC is listed as an other investment adviser and sponsor and as a managing member of pooled investment vehicles, which suggests its core work centers on creating, structuring and operating pooled funds or similar vehicles for investors rather than running a broad roster of individual advisory accounts.
Assets & Accounts
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
Owners & executives
1 of 1JOSEPH SHERMAN
Chief Executive OfficerCRD 2082590
Contacts
1 of 1JOHN COLLET
PresidentCRD 2156610
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 601 California St
- Time zone
- PT (UTC-8)
- Office locations
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