NEWPORT BEACH, CACRD 306119Latest ADV March 31, 2026
Rayliant Investment Research is an SEC registered investment adviser with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 31, 2026, reports $203M in regulatory assets under management, 21 employees, 3 offices, and 4 accounts.
Assets Under Management
$203M
Employees
21
Offices
3 offices
Total Clients
<5
Primary office
NEWPORT BEACH, CA
5140 BIRCH STREET, SUITE 300, NEWPORT BEACH, CA, United States
Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$203Mas of March 31, 2026
Discretionary100.0%
$203M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$203M
Total Accounts4
10Y AUM Change+$38M (+22.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee0:1
10Y Employee Change+8 (+61.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.