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REEF INVESTMENT MANAGEMENT LLC
CRD 309186 · SEC 801-120010
2600 N ASHTON BLVD., SUITE 200, LEHI, UT, 84048, United States
Phone
801-216-8850
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$234.3M
Discretionary AUM
$0
Team
13 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $234.3M |
States served
UT
All web addresses on file
Official SEC filing: View on IAPD