SourcingSourcing

RED REEF ADVISORS LLC

A65
CRD 174748·SEC 801-132745·BOCA RATON, FL
AUM
$135.0M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$405K
@ 30% margin
Est. Deal Value
$3.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RED REEF ADVISORS LLC
CRD
174748
SEC file #
801-132745
EIN
320457078
DBA names
—

Economics

AUM
$135.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$125.5M → $135.0M▲ +8%
Client mix
Individuals Other44
Individuals High Net Worth43
Pension Profit Sharing Plans2
Charitable Organizations2

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
BOCA RATON FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
redreefadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RED REEF CAPITAL LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
RED REEF CAPITAL LLC
CORDOBA, JESSE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
REDREEFADVISORS.COM
Rdap Domain Creation Date
2015-01-27T23:05:33Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002122970
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-04-08
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001398344-26-008965

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
7050 W PALMETTO PARK RDSTE 15-431BOCA RATON, FL 33433
Business
150 E PALMETTO PARK RDSTE 800BOCA RATON, FL 33432
Edgar EIN
320457078
Edgar Recent Filings
13F-HR2026-05-12 · 0001398344-26-008965
13F-HR2026-04-08 · 0001398344-26-006256
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-27T23:05:33Z
Rdap Domain Last Changed
2026-01-13T06:01:32Z
Rdap Nameservers
Ns1.inmotionhosting.comNs2.inmotionhosting.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Trust Company Affiliate
No

People (3)

3
CORDOBA, JESSE
IAR · Executive Officer · 2.5%
2320561
LORIANNE CORDOBA
IAR
2391478
MICHAEL CLARK TROY
IAR
5480064