Advisor at Reef Investment Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Reef Investment Management LLC
Location
Lehi, UT 84048
Credentials
CFA®
Industry experience
6 years
Kyle Hutchins is a CFA® charterholder with six years of industry experience. He is currently with Reef Investment Management LLC and Reef Capital Partners LLC, where he has served since 2019. His prior experience includes roles at Peak Wealth Planning, LLC and SG Capital Management. Reef Investment Management LLC provides investment advisory and administrative services to privately offered pooled investment vehicles focused on real estate-related asset-backed loans and private equity projects. The firm operates primarily through a master-feeder structure and is noted for its vertical integration and affiliated service arrangements.
Based on Reef Investment Management LLC
Account minimum: Minimum investment amounts are set forth in each Fund's Offering Documents and may be modified or waived by RIM; specific minimum amounts are not stated in the brochure. Minimum fee: Fixed fees ranging from $2,000 per year to $45,000 per quarter
2600 N Ashton Blvd., Suite 200
Lehi, UT 84048
Utah
Reef Capital Partners LLC
2019 - Present (7 years)
Reef Investment Management LLC
2019 - Present (7 years)
Peak Wealth Planning, LLC
2016 - 2019 (3 years)
SG Capital Management
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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