AUMdb

Reef Investment Management Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 309186 · SEC file 801-120010 · Lehi, UT · www.reefcp.com
☆ Save with Pro ADV data as of Feb 10, 2026
Regulatory AUM
$234M
Discretionary
$0
Clients
4
Avg AUM / client
$58.6M
Accounts
4
Employees
13

AUM over time

$0 $303M
Nov 19, 2020 Feb 10, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Feb 10, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 4 $234M 100.0%

Private funds (2)

Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $113M combined gross assets

FundTypeDomicileGross assetsOwners
Common Investment Fund, Llc feeder Other Private Fund Utah $99.3M 13
Reef Preferred Qp Fund Lp feeder Other Private Fund Delaware $14.1M 37

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Kyle Andrew Hutchins Managing Director CFA Jul 2019 (7y) Less than 5%
De Coursey, Chad, David Chief Compliance Officer Jun 2024 (2y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Reef Capital Management Llc Manager Managed May 2019 A 75% or more
Reef Capital Partners Llc Manager Managed Jun 2016 B ≈ 56.25% – 100% via Reef Capital Management Llc
Common Investment Fund Llc Member Nov 2014 B ≈ 14.06% – 50% via Reef Capital Partners Llc

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Reef Capital Partners Llc: 75% – 100% of Reef Capital Management Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
  • Common Investment Fund Llc: 25% – 50% of Reef Capital Partners Llc × 75% – 100% of Reef Capital Management Llc × 75% – 100% direct ≈ 14.06% – 50% 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 (2, $113M gross assets)

FundTypeGross assetsMin. investmentOwners
Common Investment Fund, Llc Other Private Fund $99.3M $0 13
Reef Preferred Qp Fund Lp Other Private Fund $14.1M $250K 37

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/10/2026 1.59 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

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports having 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: Feb 10, 2026.

View current Form ADV (SEC/IAPD) ↗