Firm profile

REAVES ASSET MANAGEMENT

JERSEY CITY, NJCRD 3140Latest ADV February 10, 2026

Reaves Asset Management is an SEC registered investment adviser organized as a corporation with a primary office location in Jersey City, NJ. Its latest Form ADV filing, dated February 10, 2026, reports $5.9B in regulatory assets under management, 21 employee, and 283 accounts.

Assets Under Management
$5.9B
Employees
21
Offices
--
Total Clients
283
Primary office
JERSEY CITY, NJ
10 EXCHANGE PLACE, 18TH FLOOR, JERSEY CITY, NJ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOJoseph B. Rhame
CCOStephen Gavlick
CFODavid M. Pass

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Other fee arrangements
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 92.9% of total clients.
Top client categories% of clientsClients
1
Individuals
92.9%
263
2
Charitable
2.5%
7
3
Corporations
2.5%
7
4
HNWI
1.1%
3
5
Investment Cos.
1.1%
3

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$5.9Bas of February 10, 2026
Discretionary100.0%
$5.9B
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.

Latest AUM$5.9B
Total Accounts283
10Y AUM Change+$3.2B (+117.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees21
Clients per Employee13:1
10Y Employee Change-5 (-19.2%)

* 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.