Reyl Overseas Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$391,337,671
Clients
176
Advisors
3
of 11 employees
About
ROVS provides wealth management and investment advisory services primarily to high-net-worth and individual clients and also accepts institutional relationships such as insurance companies and pooled investment vehicles. The firm offers both discretionary asset-management mandates and non-discretionary, trade-by-trade advisory mandates, managing client assets in separately held accounts at third‑party custodians; as of December 31, 2025 it reported approximately $159.2 million discretionary and $302.4 million non‑discretionary under management.
ROVS’ investment process emphasizes top‑down asset allocation and international diversification, using model portfolios as general guides that are tailored to each client’s objectives, risk tolerance and constraints. Portfolios may include equities, fixed income, structured products and derivatives, and the firm may employ hedging strategies to adjust equity or currency exposure; non‑discretionary clients receive recommendations that require client approval before implementation.
Compared with many peers, ROVS is affiliated with a banking group—wholly owned by Intesa Sanpaolo Wealth Management SA—and shares supervised personnel and investment inputs with that affiliate, arrangements the brochure identifies and discloses as part of its oversight and potential conflicts framework. The firm’s client mix and business model are also atypical for its peer group: it reports a substantial non‑U.S. client component, engages with insurance‑company clients, and maintains a larger proportion of non‑discretionary assets than is common among supported firms.
Client services
Expertise
Fee options
0.8% to 1.2% of assets under management or assets under advisement
Performance-based fees for qualified clients with at least $1,000,000 AUM/AUA, subject to individualized agreements
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000
Most active in
California · Delaware · Florida · Massachusetts · New York · Texas
Also doing business as
Reyl Overseas Ltd. · Solitaire Overseas Ltd.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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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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