North Reef Capital Management
Overview
North Reef Capital Management is a private investment firm based in Laguna Beach, California, focusing on long/short equity strategies within the U.S. financial services sector. The firm employs a 'low net' approach, primarily targeting banks, brokers, asset managers, trust banks, online brokers, exchanges, credit cards, payments, and mortgage industries. This strategy encompasses approximately 250 stocks, aiming to generate consistent returns by capitalizing on market inefficiencies. Established in 2020 by James H. Hanna, III, who brings over 16 years of experience in the hedge fund industry, North Reef Capital Management has developed a reputation for its expertise in the financial services sector. The firm's investment approach is characterized by a disciplined risk management framework, emphasizing real-time monitoring and defined drawdown triggers to maintain strict control over market risk. In December 2024, North Reef Capital Management executed a significant acquisition, adding 2,835,000 shares of First Foundation Inc, increasing its total holdings to 4,386,861 shares. This strategic move reflects the firm's commitment to enhancing its position in the financial services sector. Additionally, in January 2021, the firm selected SS&C Technologies Holdings, Inc.'s front-to-back office solution to streamline its operations, underscoring its dedication to leveraging advanced technology for operational efficiency.
Investment Focus
- High net worth individuals
- Institutional clients
Portfolio Companies
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Unlock full contacts →Frequently asked questions about North Reef Capital Management
What sectors does North Reef Capital Management invest in?
North Reef Capital Management invests in Financial Services, and is based in California, United States. North Reef Capital Management is listed as a private investment firm in the ConnectSafely investor database.
Which regions does North Reef Capital Management invest in?
North Reef Capital Management invests across United States.
What companies has North Reef Capital Management invested in?
North Reef Capital Management's portfolio includes First Foundation Inc.
Last updated · Source: ConnectSafely investor database
