SourcingSourcing

REACT INVESTMENT SOLUTIONS, LLC

C41
CRD 150801·SEC 801-70961·LOS GATOS, CA
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
REACT INVESTMENT SOLUTIONS, LLC
CRD
150801
SEC file #
801-70961
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
'20'23
$317.6M → $383.5M▲ +21%
Client mix
—

Operations

Employees (total)
17
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
6 advisors → 3 advisors▼ -50%
Primary office
LOS GATOS CA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Selection of other advisersOther Advisory Services
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THE BRENT C. BUNGER REVOCABLE
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
THE BRENT C. BUNGER REVOCABLE
THE RICHARD E. BAER REVOCABLE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (5)

5
BAER, RICHARD, EVAN
Executive Officer · 2.5%
848798
BAUGH, ANDREW, MICHAEL
Executive Officer · 2.5%
2621445
BUNGER, BRENT, CHARLES
Executive Officer · 2.5%
1488149
KIM ANN LAWSON
Executive Officer · 2.5%
2190770
Lonny Scott Elfenbein
Executive Officer · 2.5%
2937038