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RAISON ASSET MANAGEMENT
Legal name: RAISON ASSET MANAGEMENT CORP.
CRD 282147File 801-107170
APPROVED
Retail clients
Custody
Filing as of Jun 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$106.1M
Bottom 25% of cohort (national)
Discretionary AUM
$106.1M
Clients
5
5 accounts
Employees
7
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Mar 4, 2016
- Principal office
- ROOSIKRANTSI 11, TALLINN, 10119
- Phone
- +372 6600288
- Website
- https://wealth.raison.app
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $106.1M
- Discretionary AUM
- $106.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5
- Non-discretionary accounts
- 0
- Total accounts
- 5
- AUM per client
- $21.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $102.8M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $3.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.