Reef Investment Management LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Reef Investment Management (RIM) provides investment advice to privately offered investment funds. These funds invest in real estate-related loans and private equity projects. RIM provides strategic input on purchasing, selling, and managing these assets. RIM also provides administrative, business development, and investor relations services to the Funds. RIM's affiliates service the loans, manage development activities, and assist in managing loan defaults or property foreclosures.

Assets Under Management$230M
Clients4
Advisors1
Avg. per Client$59M
Avg. per Advisor$230M

Fee Structure

Investment management only (planning not offered)

Reef Investment Management (RIM) advises investment funds and is compensated through fixed fees or a percentage of the fund's assets. The fees range from $2,000 per year to $45,000 per quarter or 0.15% of the fund's assets. These fees are negotiated at the fund level, not for individual investors.

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Location

1 Advisors at this firm

Reef Investment Management LLC | TrueAdvisor