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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| RGA Investment Advisors LLC
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|---|---|
| CRD # | 149171 |
| SEC # | 801-121126 |
| CIK # | |
| AUM | $107.3 M (2025-06-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 516-665-1945 |
| Address | 185 Great Neck Road Great Neck, NY 11021 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Soundview Life Science Innovation Fund LP | 2025-03-27 | 0.6 | |
| PE | Soundview Asia Partners Holdings II LP | 2023-03-30 | 1.6 | |
| HF | Soundview Single Stock SPV I LP | 2021-07-22 | 0.1 | |
| PE | Soundview Asia Partners Holdings LP | [2021-04-01] | 2.0 | 2.0 |
| HF | Soundview Equity Partners LP | 2021-04-01 | 14.9 | |
| Other | Soundview Private Opportunity Fund LP | [2021-04-01] | 0.3 | 0.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 24.1 |
| (b) Individuals (high net worth individuals) | 22 | 62.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 20.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 298 | 107.3 |
| By Discretionary | ||
| Discretionary | 298 | 107.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 298 | 107.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 107.3 | |
| Total | 298 | 107.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Jason Gilbert | 14 | ||
| Elliot Turner | 11 | ||
| Soundview Equity Partners GP LLC | 5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CIG Asset Management Inc
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MI | 0.1 |
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South Georgia Capital LLC
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IL | 0.1 |
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Altai Capital Management LP
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0.1 | |
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Heirloom Investment Management LLC
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0.1 | |
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Heritage Wealth Management Inc
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MA | 0.1 |
|
Gordon Asset Management LLC
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TX | 0.1 |
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Pope Asset Management LLC
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TN | 0.1 |
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Sumnicht & Associates LLC
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WI | 0.1 |
|
Ecofin Advisors LLC
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KS | 0.1 |
|
Ortelius Capital Partners LLC
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NY | 0.1 |