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NORTH REEF CAPITAL MANAGEMENT LP

LAGUNA BEACH, CA · CRD 311056 · IAPD ↗ · northreefcapital.com · 949-482-2121

$4.14BRegulatory AUM
3Advisory reps
8Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2024 — NORTH REEF CAPITAL MANAGEMENT LP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
57
April 2024 — NORTH REEF CAPITAL MANAGEMENT LP grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2024 — NORTH REEF CAPITAL MANAGEMENT LP reported RAUM up 98% ($1.94B -> $3.84B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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