R
$75.6M Total AUM
$75.6M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
4 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-09-2021
- Office Locations
- 1
Office Locations
-- Spring Lake NJ
About Rewey Asset Management
Rewey Asset Management is a boutique, value-oriented investment manager for high net worth individuals and family offices, using fundamental, balance-sheet-first research to target long-term capital appreciation with downside risk management. The firm offers small/mid-cap, all-cap, and microcap value strategies plus wealth management and financial planning, with a highly accessible team and no lock-ups.
Team overview
-- AVG AGE
$75.6M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
R
ROBERT LIVINGSTON REWEY III
Managing Member
- CRD
- #2521503
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,610,910 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,610,910 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Equity - OTC:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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