React Investment Solutions, LLC (Los Gatos)

Name: React Investment Solutions, LLC
Address: 459 Monterey Avenue, Los Gatos, CA, 95030
Telephone: 408-399-6330

React Investment Solutions, LLC is a large advisory firm based in Los Gatos. It manages $317.56 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California and Indiana.

React Investment Solutions provides selection of other advisers and back office assistance and reporting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

React Investment Solutions: assets under management

The assets under management (AUM) of React Investment Solutions, LLC is $317.56 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $317.56 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $105.85 million each.

React Investment Solutions has custody of $317.56 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 33% of the total AUM. The second-largest asset type is non-exchange traded securities, which make up 30% of the firm’s portfolio. Investments in cash and cash equivalents form 20% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay React Investment Solutions, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients React Investment Solutions serves?

The only and largest group of clients of React Investment Solutions is other investment advisers with 3 clients and $317.56 million of assets under management. Among the 10 most similar advisory firms, React Investment Solutions has the highest percentage of other investment advisers out of all clients.

The amount of regulatory assets under management is $317.56 million for 3 clients. None of the firm’s clients are foreign persons or businesses.

React Investment Solutions doesn't advise any private funds.

Careers at React Investment Solutions, LLC

The company employs 15 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Evan Baer	Managing member - owner	1 Aug 2009	25% - 50%	848798
Brent Charles Bunger	Managing member - owner	1 Aug 2009	25% - 50%	1488149
Andrew Michael Baugh	Managing member - owner	1 Aug 2009	Other	2621445
Kim Ann Lawson	Chief compliance officer - managing member - owner	1 Aug 2009	Other	2190770

Based in Los Gatos

The principal office where React Investment Solutions, LLC performs its advisory services is located at 459 Monterey Avenue, Los Gatos, CA 95030, which is also the mailing address of the firm. An additional office of the firm is in Fortville, IN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 408-399-6330 or by fax 408-399-6333. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at reactinvestmentsolutions.com.