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Raylign Investments LLC (Greenwich)


Raylign Investments LLC is a pension cosultant based in Greenwich. It manages $8.36 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Connecticut.

Raylign Investments provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Raylign Investments: assets under management

The assets under management (AUM) of Raylign Investments LLC is $8.36 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $8.36 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $418.14 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Raylign Investments LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Gregory Todd Rogers President & chief compliance officer 1 Dec 2004 75% - 100% 4309818

Based in Greenwich

The principal office where Raylign Investments LLC performs its advisory services is located at 35 Mason Street, 4 Th Floor, Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-742-5450 or by fax 203-622-3101. The normal business hours are 8:30am to 5:00 pm on Monday - Friday.


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