Springreef LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
29
Advisors
2
of 2 employees
About
SpringReef LLC works with high net worth families and large nonprofit organizations and generally requires prospective clients to meet its stated investable-asset threshold. The firm provides independent, consultancy-style services including comprehensive financial-advisor evaluations, searches for outside advisors, ongoing monitoring of advisor relationships, and client-specific project consulting.
The firm does not manage client assets or provide discretionary portfolio management or ongoing investment selection; instead it evaluates, coordinates with, and monitors external advisors on behalf of clients. SpringReef’s due-diligence process scores advisors on a 50-point scale across six qualitative and quantitative dimensions, verifies licensing and regulatory history, and can deliver periodic written reviews when engaged for ongoing oversight.
Unlike many peers that provide portfolio management and commonly charge percentage-of-AUM fees, SpringReef is compensated by clients through hourly or fixed-fee arrangements and does not accept payments from the advisors it evaluates. The firm is a small, founder-led boutique with a concentrated team of two registered advisors, uses a documented 40/50 minimum score threshold to qualify recommended advisors, and discloses and addresses the potential conflict that can arise when evaluating a client’s incumbent advisor.
Client services
Expertise
Occupation focus
Fee options
Fixed annual fees may be charged for long-term, ongoing engagements; fees are negotiated and disclosed in service agreements
Standard hourly rates: $950 per hour for lead consultant work, $350 per hour for supporting staff
Account minimum: $50,000,000 Minimum fee: Minimum fee for any client engagement is $10,000 Fee-only: Hourly rates of $950 per hour for lead consultant work and $350 per hour for supporting staff; fixed fees negotiated for long-term engagements
Main office
Chatham NJ
Advisors at this office
2
Most active in
California · District of Columbia · Florida · Louisiana · Maryland · Nevada · New Jersey · New York · Texas · Virginia
Also doing business as
Aronson Springreef LLC · Springreef LLC · Springreef Partners, LLC
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.
Forms ADV
Quick links
Advisors at this firm
Douglas B
Series 63, Series 65
Chatham, NJ
Springreef LLC
Douglas Black is the sole advisor at Springreef LLC in Chatham, NJ, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Springreef since 2010. Springreef serves high net worth families and large nonprofit organizations by providing independent consulting services focused on financial advisor evaluations, searches, and ongoing monitoring rather than managing client assets. The firm employs a structured due-diligence process using a 50-point scoring scale to assess advisors and operates on hourly or fixed-fee arrangements, avoiding asset-based compensation.
Anna B
Series 66
Chatham, NJ
Springreef LLC
Anna Bronstein is a financial advisor at Springreef LLC with 15 years of industry experience. She holds the Series 66 designation and has been with Springreef since 2011. Springreef serves high net worth families and large nonprofit organizations by providing independent consulting services focused on financial advisor evaluations, searches, and ongoing monitoring. The firm emphasizes a structured due-diligence process and does not manage client assets or offer financial planning, instead operating on hourly or fixed-fee arrangements.
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