RESHAPE, LLC
Adviser information for RESHAPE, LLC last updated from Form ADV on March 29th, 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 | New Jersey, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $0 |
| HNW Individuals | <5 | $0 |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $0 |
| Charitable organizations | <5 | $0 |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | <5 | $0 |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | <5 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-130135 |
|---|---|
| SEC ERA File Number | 801-130135 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 330582 |
| Legal Entity Identifier | None |
Principal Office
65 BAY STREETSUITE 3403
JERSEY CITY
NJ
United States
Monday - Friday, 9:00 TO 5:00
Tel: 646-626-7902, Fax: None
Chief Compliance Officer
DAVID KRANZ
65 BAY STREET
JERSEY CITY
NJ
United States
Tel:
6466267902
D**********@****************M
(Full email address available in API data)
Regulatory Contact
LEILA SHAVER
COMPLIANCE CONSULTANT
44 MILTON AVENUE
314
ALPHARETTA
GA
United States
Tel:
4043014490
C*********@**************M
(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 |
|---|---|---|---|---|---|
| KNIEP, JENNA | Individual | RESHAPE WEALTH, LLC | INDIRECT OWNER | 03/2020 | |
| RESHAPE WEALTH, LLC | Domestic Entity | KNIEP, JENNA | INDIRECT OWNER | 03/2024 | |
| KRANZ, DAVID, E | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2024 | < 5% |