Rayliant Investment Research
● SEC registered since 2020CRD 306119SEC# 801-118201Newport Beach, CA
Reg. AUM
$203.5M
Employees
21
Accounts
4
Location
Newport Beach, CA
Rayliant Investment Research assets under management
Rayliant Investment Research is a registered investment adviser overseen by the SEC based in Newport Beach, CA. The firm has been registered since 2020. It reports $203.5 million in regulatory assets under management and employs 21 people.
Rayliant Investment Research owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Hsu Control | Chief Investment Officer | Under 5% | 2020 |
| Joshua Nmn Katz | Chief Compliance Officer | Under 5% | 2025 |
| Phillip Stephen Wool Control | Chief Executive Officer And Chief Research Officer | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Rayliant Investment Research manage?
Rayliant Investment Research reports $203.5 million in regulatory assets under management on its Form ADV.
How many employees does Rayliant Investment Research have?
Rayliant Investment Research reports 21 employees.
Where is Rayliant Investment Research located?
Rayliant Investment Research is based in Newport Beach, CA and has been SEC-registered since 2020.
Does Rayliant Investment Research disclose fund performance?
Rayliant Investment Research is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5140 Birch Street, Suite 300, Newport Beach, CA 92660 |
| Phone | 626-407-4581 |
| Fax | 626-380-2714 |
| Office hours | 9:00 - 5:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$203.5M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$203.5Mregulatory AUM
Discretionary $203.5M