A complete list of active advisors currently associated with Springreef LLC

Warmer can help you find a great advisor at Springreef LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Springreef LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.