NORTH REEF CAPITAL MANAGEMENT LP

1833 South Coast Highway
Suite 210
Laguna Beach, California 92651
Tel: 949-482-2121

About NORTH REEF CAPITAL MANAGEMENT LP

NORTH REEF CAPITAL MANAGEMENT LP, formally registered with the SEC as NORTH REEF CAPITAL MANAGEMENT LP. The firm was established in 07/29/2022. They have over 2 offices throughout the country.

NORTH REEF CAPITAL MANAGEMENT LP is a Laguna Beach, California based Financial Planning firm with nearly $3,316,789,349 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311056
SEC#	801-126191
Assets Managed by Firm	$3,316,789,349
No. of Clients	8
No. of Advisors	6

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	8	$3,316,789,349

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