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REEF INVESTMENT MANAGEMENT LLC

LEHI, UT · CRD 309186 · IAPD ↗ · reefcp.com · 801-216-8850

$234.3MRegulatory AUM
1Advisory reps
13Employees
1Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

10
January 2026 — REEF INVESTMENT MANAGEMENT LLC changed its website from reefim.com to reefcp.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
51
January 2026 — REEF INVESTMENT MANAGEMENT LLC reported RAUM up 55% ($151.0M -> $234.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
46
March 2025 — REEF INVESTMENT MANAGEMENT LLC reported RAUM up 33% ($113.4M -> $151.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
January 2025 — REEF INVESTMENT MANAGEMENT LLC reported RAUM down 63% ($303.1M -> $113.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
January 2025 — REEF INVESTMENT MANAGEMENT LLC now reports custody of client assets ($484.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.