Reigate Investors LLC

Reigate Investors provides discretionary investment management to a small group of mostly high‑net‑worth individuals, trusts, estates and charitable organizations, managing about $28.5 million across roughly a dozen client accounts. Engagements are governed by written agreements and include ongoing monitoring and periodic rebalancing of client portfolios.

The firm follows a value‑oriented, bottom‑up, concentrated investment strategy—typically holding 15 to 30 mainly US‑listed equities—maintaining a long bias while occasionally shorting securities and accepting lower liquidity when pursuing perceived value. Reigate also uses derivatives and may borrow in separately managed accounts, and it offers performance‑based fee arrangements for qualified clients subject to a loss carry‑forward (high‑water‑mark) provision.

Distinctive features relative to peers include the firm’s explicit use of leverage and derivative instruments within client accounts and its acceptance of performance‑based compensation, both of which are uncommon among independent advisers. The client mix notably includes charitable organizations rather than non‑high‑net‑worth retail individuals, and custody and execution are arranged through Interactive Brokers with automated fee billing and quarterly account reviews.