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| Reef Investment Management LLC
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|---|---|
| CRD # | 309186 |
| SEC # | 801-120010 |
| CIK # | |
| AUM | 234.3 M (2026-02-10) |
| Employees | 13 (8% Investors, 0% Brokers) |
| Phone | 801-216-8850 |
| Address | 2600 N Ashton Blvd Lehi, UT 84048 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Reef Common Feeder Fund I LP | [2025-12-22] | 8.7 M | 23.1 M |
| Offered $150,000,000 · Filed 2025-05-20 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $200,000 · Remaining $141,326,586 · Duration More than one year · Revenue Decline to Disclose | ||||
| Other | Common Investment Fund LLC | 2024-12-20 | 159.9 M | |
| Other | Reef Preferred QP Fund LP | [2024-12-20] | 40.3 M | 51.3 M |
| Offered $500,000,000 · Filed 2025-05-08 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining $459,746,819 · Duration More than one year · Revenue Decline to Disclose | ||||
| SA | Reef Capital Partners LLC | [2021-12-23] | 696.5 M | 291.4 M |
| Filed 2025-10-08 (D/A) · Exemption 506(b) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| SA | PCG Select Series II LLC | [2021-03-31] | 8.4 M | |
| Offered $100,000,000 · Filed 2017-12-19 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining $100,000,000 · Duration One year or less · Commission $5,000,000 · Revenue Decline to Disclose | ||||
| SA | PCG Select Series I LLC | [2021-03-31] | 82.6 M | |
| Offered $50,000,000 · Filed 2016-03-31 (D) · Exemption 506(b), 3(c), 3(c)(5) · Minimum $1,000 · Remaining $50,000,000 · Duration One year or less · Commission $1,500,000 · Revenue Decline to Disclose | ||||
| SA | PCG Select Series Secured LLC | [2021-03-31] | 2.0 M | 8.7 M |
| Offered $100,000,000 · Filed 2018-10-23 (D) · Exemption 506(b) · Minimum $5,000 · Remaining $97,963,995 · Duration One year or less · Revenue Decline to Disclose | ||||
| SA | REM Fund I LP | [2021-03-31] | 10.9 M | 11.8 M |
| Filed 2022-08-01 (D/A) · Exemption 506(b) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| SA | SFM Secured Credit II LLC | [2021-03-31] | 0.5 M | 5.7 M |
| Offered $100,000,000 · Filed 2019-05-09 (D) · Exemption 506(b) · Minimum $25,000 · Remaining $99,539,000 · Duration One year or less · Revenue $1 - $1,000,000 | ||||
| SA | Rim Secured Credit Income Fund III LLC | [2020-11-19] | 0.3 M | 3.6 M |
| Offered $100,000,000 · Filed 2020-06-25 (D) · Exemption 506(b) · Minimum $50,000 · Remaining $99,664,681 · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 234.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 234.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 4 | 234.3 |
| Total | 4 | 234.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.3 | |
| Total | 4 | 234.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael Miller | Director | 149 | 8 | |
| Charles Clinton | Executive Officer | 241 | 4 | |
| Marious Sjulsen | Executive Officer | 226 | 4 | |
| Michael Burke | Executive Officer | 52 | 4 | |
| Jared Lucero | Director, Executive Officer | 10 | 2 | |
| Christopher Crittenden | Executive Officer | 7 | 2 | |
| Reef Capital Management LLC | Executive Officer | 5 | 2 | |
| Brett Klein | Executive Officer | 5 | 2 | |
| James Boren | Director | 5 | 2 | |
| Kyle Hutchins | Director, Executive Officer | 5 | 2 | |
| Matthew Gilbert | Director, Executive Officer | 5 | 2 | |
| Reef Preferred QP Fund GP LLC | Executive Officer | 4 | 2 | |
| Chad Decoursey | Director | 3 | 2 | |
| Long Term Holdings Inc | Promoter | 2 | 2 | |
| None Rem Fund I GP LLC | Executive Officer | 1 | 1 | |
| William Wennerth | Executive Officer | 1 | 1 | |
| Investment Management Reef | Executive Officer | 1 | 1 | |
| Bryant Armstrong | Executive Officer | 1 | 1 | |
| Long Term Holding Inc | Promoter | 1 | 1 | |
| Common Investment Fund LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional |
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