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
Reyl Overseas Ltd. (ROVS) provides investment advisory and wealth management services through separate accounts to individual clients, insurance companies, investment companies and pooled vehicles, including U.S. residents and U.S. taxpayers living abroad. The firm reports approximately $461.6 million in regulatory AUM, split between about $159.2 million managed on a discretionary basis and $302.4 million managed on a non‑discretionary basis, with client assets held at third‑party custodians.
ROVS follows a model‑portfolio, top‑down investment process that emphasizes international diversification and a preference for non‑U.S. securities, and it may employ hedging strategies, structured products and derivatives within client accounts. Non‑discretionary clients receive tailored, trade‑by‑trade advice and ROVS may engage third‑party sub‑advisors to implement non‑discretionary mandates while retaining oversight.
The firm is affiliated with the private banking group Reyl & Cie (majority‑owned by Fideuram/Intesa Sanpaolo) and has its principal office outside the United States, contributing to a significant non‑U.S. orientation in its client base and operations. ROVS’ mix of clients — spanning non‑high‑net‑worth and high‑net‑worth individuals as well as insurance company clients — together with its predominant non‑discretionary AUM, use of derivatives in separately managed accounts, reliance on percentage‑of‑AUM fees, and its status as not acting as a private fund adviser are characteristics that differ from many U.S. advisory peers.
Client services
Expertise
Fee options
0.8% to 1.2% of assets under management or assets under advisement
Performance-based fees available for qualified clients with at least $1,100,000 AUM; calculated annually based on performance of preceding year
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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