CORAL REEF ADVISORS LLC

Adviser information for CORAL REEF ADVISORS LLC last updated from Form ADV on February 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 3
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 3
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 0 $0
Total 0 $0

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation % of AUM

Identifiers

SEC RIA File Number 801-129380
SEC ERA File Number 801-129380
SEC CIK Numbers None
SEC CRD Numbers 328929
Legal Entity Identifier None

Principal Office

108 CAMINO TRAIL
PONTE VEDRA BEACH
FL
United States
Monday - Friday, 9 AM - 4 PM
Tel: 312-218-7031, Fax: None

Chief Compliance Officer

THOMAS BOYD
MANAGING MEMBER
108 CAMINO TRAIL
PONTE VEDRA BEACH
FL
United States
Tel: (312) 218-7031
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BOYD, THOMAS JOSEPH Individual MANAGING PARTNER AND CCO 08/2023 > 75%
RICHARD, JAMES SYLVERE Individual MANAGING PARTNER 08/2023 < 5%

No. Employees, Historic

10502023202420253 on 12/19/20233 on 1/19/20243 on 2/26/2024

RAUM, Historic

0002023202420250 on 12/19/20230 on 1/19/20240 on 2/26/2024