Reye Partners Asset Management LLC

RIASEC Registered
Total AUM
$73.8M
Discretionary
$73.8M
100% of AUM
Avg account
$1.2M
Accounts
61
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
135338
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 44%, State & Local Bonds 22%, Sovereign Bonds 18%, US Government Bonds 8%, Exchange Traded Equities 7%, Cash & Cash Equivalents 1%44%
  • Public Funds/Mutual Funds44%
  • State & Local Bonds22%
  • Sovereign Bonds18%
  • US Government Bonds8%
  • Exchange Traded Equities7%

Contacts

1 of 1
  • David Pickei

    David Pickei

    PrincipalCRD 1084626

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth