Rga Investment Advisors, Llc
- Regulatory AUM
- $101M
- Discretionary
- $101M
- Clients
- 100
- Avg AUM / client
- $1.0M
- Accounts
- 283
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 80 | $31.1M | 30.8% |
| High net worth individuals | 19 | $53.4M | 52.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $16.6M | 16.4% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $19.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Soundview Equity Partners Lp | Hedge Fund | Delaware | $14.9M | 36 |
| Soundview Asia Partners Holdings Lp feeder | Private Equity Fund | Delaware | $2.0M | 22 |
| Soundview Asia Partners Holdings Ii Lp feeder | Private Equity Fund | Delaware | $1.6M | 19 |
| Soundview Private Opportunity Fund Lp | Other Private Fund | Delaware | $500K | 7 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason Matthew Gilbert | Cco, Managing Partner | Personal Financial Specialist | Jan 2009 (18y) | 50% – 75% |
| Elliot J Turner | Managing Partner | Jan 2012 (15y) | 50% – 75% | |
| Ryan S King | Registered representative | Dec 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $19.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Soundview Equity Partners Lp | Hedge Fund | $14.9M | $250K | 36 |
| Soundview Asia Partners Holdings Lp | Private Equity Fund | $2.0M | $100K | 22 |
| Soundview Asia Partners Holdings Ii Lp | Private Equity Fund | $1.6M | $25.0K | 19 |
| Soundview Private Opportunity Fund Lp | Other Private Fund | $500K | $25.0K | 7 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 1.85 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $101M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 21, 2026.
View current Form ADV (SEC/IAPD) ↗