NORTH REEF CAPITAL MANAGEMENT LP

LAGUNA BEACH, California·3 registered advisors·CRD# 311056
SEC# 801-1261911949-482-2121
01

Firm Overview

AUM
$3.3B
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at NORTH REEF CAPITAL MANAGEMENT LP

3 registered advisors
Daniel Mariano Locasto
LAGUNA BEACH, California
James H Hanna
LAGUNA BEACH, California
Tyler Cory Broehm
LAGUNA BEACH, California
05

Office Locations

LAGUNA BEACH, California
3 advisors

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Data sourced from SEC Form ADV filings. NORTH REEF CAPITAL MANAGEMENT LP (CRD# 311056) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.