Reye Partners Asset Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 135338
- Website
- www.reyepartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI98.2%
- Individuals1.8%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Reye Partners Asset Management LLC is a small, fee-based advisory firm that focuses on managing portfolios for individuals, families and small institutions. The firm runs discretionary strategies across public funds with a tilt toward fixed-income exposure and supplements those core holdings with alternative allocations in real estate and commodities. Its business model combines a percentage-of-AUM fee with the option for hourly charges, and the adviser does not position itself as an ESG-focused manager. Service activity centers on traditional portfolio management for individual and small-business clients as well as for business or institutional accounts. The firm is owned by an individual and operates with a limited footprint rather than as a multi-state or large-scale allocator; it does not identify as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds44%
- State & Local Bonds22%
- Sovereign Bonds18%
- US Government Bonds8%
- Exchange Traded Equities7%
Contacts
1 of 1David Pickei
PrincipalCRD 1084626
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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