Reigate Investors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
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.
Client services
Expertise
Fee options
20% of client’s mark-to-market performance annually, subject to a high-water mark.
Account minimum: $50,000
Main office
Santa Monica CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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