Raison Asset Management Corp.
- Regulatory AUM
- $106M
- Discretionary
- $106M
- Clients
- 5
- Avg AUM / client
- $21.2M
- Accounts
- 5
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4 | $3.3M | 3.13% |
| Pooled investment vehicles (non-investment companies) | 1 | $103M | 96.9% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $50.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Element Global Technologies Private Portfolio | Private Equity Fund | British Virgin Islands | $50.7M | 106 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Romanova, Elena, S | Chief Customer Officer | Oct 2015 (11y) | Less than 5% | |
| Berezin, Andrey, D | Managing Director | Jun 2018 (8y) | ≈ 9.38% – 37.5% via Raison Global Holdings Llp | |
| Zaytsev, Alexander, S | Managing Director | Jun 2018 (8y) | ≈ 9.38% – 37.5% via Raison Global Holdings Llp | |
| Gangsburg, Alma | Member | Oct 2024 (2y) | GP / trustee / elected manager of Raison Global Holdings Llp (indirect) | |
| Karcher, Waldemar | Member | Oct 2024 (2y) | GP / trustee / elected manager of Raison Global Holdings Llp (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Raison Fintechnologies, Inc. | Shareholder | Oct 2022 | A | 75% or more |
| Raison Global Holdings Llp | Shareholder | Oct 2022 | B | ≈ 37.5% – 75% via Raison Fintechnologies, Inc. |
| Mak Vc Llc | Shareholder | Oct 2022 | B | GP / trustee / elected manager of Raison Fintechnologies, Inc. (indirect) |
| Kon Partners Llp | Shareholder | Oct 2022 | B | GP / trustee / elected manager of Raison Fintechnologies, Inc. (indirect) |
| Server Partners Ou | Shareholder | Oct 2022 | B | GP / trustee / elected manager of Raison Fintechnologies, Inc. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Berezin, Andrey, D: 25% – 50% of Raison Global Holdings Llp × 50% – 75% of Raison Fintechnologies, Inc. × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
- Zaytsev, Alexander, S: 25% – 50% of Raison Global Holdings Llp × 50% – 75% of Raison Fintechnologies, Inc. × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
- Raison Global Holdings Llp: 50% – 75% of Raison Fintechnologies, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
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 (1, $50.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Element Global Technologies Private Portfolio | Private Equity Fund | $50.7M | $50.0K | 106 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/17/2026 | 1.22 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
- • Hourly charges
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 17, 2026.
View current Form ADV (SEC/IAPD) ↗