# Reif Portfolio Management

> Reif Portfolio Management is a state-registered investment advisory firm, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 329022
- Filed as: REIF PORTFOLIO MANAGEMENT
- Legal name: Reif Portfolio Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329022
- AdvisorCensus page: https://advisorcensus.com/firm/reif-portfolio-management-329022

## Quick answers

**How is Reif Portfolio Management compensated?**
On its Form ADV (Item 5.E, October 2026), Reif Portfolio Management reports these compensation arrangements: a percentage of assets under its management.

**Is Reif Portfolio Management registered with the SEC or a state?**
Reif Portfolio Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329022.

**How much does Reif Portfolio Management manage?**
Reif Portfolio Management reports $33,484,862 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does Reif Portfolio Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5); high net worth individuals (2).

**Does Reif Portfolio Management report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329022

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $33,484,862
- Discretionary: $33,484,862
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $3,697,839 |
| High net worth individuals | 2 | $8,597,394 |
| Corporations or other businesses not listed above | Fewer than 5 | $21,189,629 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.H(2): Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329022

### Websites listed on Form ADV (Item 1.I)
- reifpm.com
- LinkedIn @reif-portfolio-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Reif Portfolio Management (CRD 329022): Form ADV filing data as of October 2026.