REACT INVESTMENT SOLUTIONS, LLC
Adviser information for REACT INVESTMENT SOLUTIONS, LLC last updated from Form ADV on March 20th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 18 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 6 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 10 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
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 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Selection of other advisers (including private fund managers)BACK OFFICE ASSISTANCE AND REPORTING |
|---|---|
| Compensation | % of AUMFixed feesREFERRAL FEES |
Identifiers
| SEC RIA File Number | 801-70961 |
|---|---|
| SEC ERA File Number | 801-70961 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 150801 |
| Legal Entity Identifier | None |
Principal Office
459 MONTEREY AVENUESUITE 100
LOS GATOS
CA
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: 408-399-6330, Fax: 408-399-6333
Chief Compliance Officer
LONNY ELFENBEIN
CHIEF COMPLIANCE OFFICER
255 EAST FIFTH STREET
SUITE 1900
CINCINNATI
OH
United States
Tel:
513-977-8330
Fax:
513-977-8141
L**************@*****************************M
(Full email address available in API data)
Regulatory Contact
KIM LAWSON
COO
459 MONTEREY AVENUE
SUITE 100
LOS GATOS
CA
United States
Tel:
408-399-6330
Fax:
408-399-6333
K**@********M
(Full email address available in API data)
Industry Affiliates
| LEGACY CAPITAL GROUP CALIFORNIA, INC. | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BAER, RICHARD, EVAN | Individual | – | CHIEF EXECUTIVE OFFICER | 08/2009 | < 5% |
| BUNGER, BRENT, CHARLES | Individual | – | PRESIDENT | 08/2009 | < 5% |
| BAUGH, ANDREW, MICHAEL | Individual | – | CHIEF FINANCIAL OFFICER AND CHIEF INVESTMENT OFFICER | 08/2009 | < 5% |
| LAWSON, KIM, ANN | Individual | – | CHIEF OPERATING OFFICER | 08/2009 | < 5% |
| THE BAUGH REVOCABLE TRUST | Domestic Entity | – | MANAGING MEMBER | 08/2009 | 10-25% |
| BUNGER, BRENT, CHARLES | Individual | THE BRENT C. BUNGER REVOCABLE TRUST | TRUSTEE | 08/2009 | > 75% |
| THE RICHARD E. BAER REVOCABLE TRUST | Domestic Entity | – | MANAGING MEMBER | 08/2009 | 25-50% |
| THE BRENT C. BUNGER REVOCABLE TRUST | Domestic Entity | – | MANAGING MEMBER | 08/2009 | 25-50% |
| THE LAWSON REVOCABLE TRUST | Domestic Entity | – | MANAGING MEMBER | 08/2009 | 5-10% |
| BAUGH, ANDREW, MICHAEL | Individual | THE BAUGH REVOCABLE TRUST | TRUSTEE | 08/2009 | |
| BAER, RICHARD, EVAN | Individual | THE RICHARD E. BAER REVOCABLE TRUST | TRUSTEE | 08/2009 | |
| LAWSON, KIM, ANN | Individual | THE LAWSON REVOCABLE TRUST | TRUSTEE | 08/2009 | |
| Elfenbein, Lonny, Scott | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2023 | < 5% |