Reflow Management LLC (San Francisco)

Name: Reflow Management LLC
Address: 433 California Street, San Francisco, CA, 94104
Telephone: 415-869-6300

Reflow Management LLC is a pension cosultant based in San Francisco. It manages $53 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

Reflow Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Reflow Management: assets under management

The assets under management (AUM) of Reflow Management LLC is $53 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 342% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $53 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Reflow Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Reflow Management LLC

Jerome Alan Reid has been acting as President since 1 Apr 2001. Judith Marilyn Rosenberg joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jerome Alan Reid	President	1 Apr 2001	Other	1820936
Mary Ellen Curran	General counsel	1 Sep 2002	Other	2074217
Jeremy Wyatt Deems	Treasurer	1 Aug 2004	Other	4862053
Gordon P. Getty Special 2005 Reflow/Forward Management Trust	Member	1 May 2005	75% - 100%	20-6613628
Judith Marilyn Rosenberg	Chief compliance officer	1 Jul 2005	Other	2430931

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Gordon Peter Getty	Trustee	1 May 2005	Other	4339269

Based in San Francisco

The principal office where Reflow Management LLC performs its advisory services is located at 433 California Street, San Francisco, CA 94104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-869-6300 or by fax 415-982-2566. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.reflow.com.