9AT: REACT INVESTMENT SOLUTIONS, LLC

Adviser Profile

As of Date	03/16/2026
Registration	SEC, Approved, 01/20/2010
ADV Location	LOS GATOS, CA, United States
Contact Info	408 xxxxxxx

AUM^*	0
of that, discretionary	0
Number of Employees	17 21%
of those in investment advisory functions	3 -25%
Private Fund GAV^*	0
SMA’s	Yes
Private Funds	0

Adviser Type

- Related adviser

Client Types

Advisory Activities

- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser SCHWAB WEALTH ADVISORY, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser CMC ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser BROOKSTONE WEALTH ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser SPRING LAKE EQUITY MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser BX REIT ADVISORS L.L.C.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser ALTITUDE CREST PARTNERS INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM256.0m	#Funds-
Adviser INNOVEST PORTFOLIO SOLUTIONS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser SIGNATURE INTELLIGENT PORTFOLIOS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM10.5m	#Funds-
Adviser TAYLOR HOFFMAN CAPITAL MANAGEMENT	Hedge Fund9.9m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV9.9m	AUM469.5m	#Funds1

Brochure Summary

Overview

REACT was created in 2009 to fill a need for independent Registered Investment Advisors looking for money management products for their clients. The founders of REACT saw the need for a platform that would provide access to money managers who met a set of criteria and passed a strict due diligence and research process. The principal owners are Richard Baer (37.5%), Brent Bunger (37.5%) and Andy Baugh (20%) through their personal trusts. These individuals are also owners of Legacy Capital Group California, the largest RIA client of REACT. There is a minority indirect owner of REACT, Kim Lawson (5%) who is not an owner, but is employed by Legacy Capital Group California. REACT does:
• furnish investment advice through consultations
• furnish advice about investments
• furnish advice about money managers REACT does not:
• issue periodicals about securities by subscription
• provide a timing service
• on more than an occasional basis, furnish advice to clients on matters not involving securities REACT does not take custody of any client asset, nor does it utilize discretionary authority.

Through the Fidelity custodial account application signed by the client, discretionary authority is given to REACT. However REACT never acts upon that discretionary authority and only acts upon requests from REACT’s RIA client or the account holder. Discretionary authority is given, by the individual account holder, to the money manager(s) selected to manage the client’s assets. REACT will recommend to the client the money manager(s) to use along with other investment opportunities as well as advise on the percentage to allocate to each recommendation. However, the final decision is made by the investor/account holder. REACT does not offer or sponsor a wrap fee program. REACT is a relying advisor on Legacy Capital Group of California and does not have the authority to allocate a Legacy client’s account assets to any third party investment manager, either upon initial funding of a client’s account or in an instance wherein a third party manager is removed from the platform. REACT is filing as a related advisor due to not having discretion over its clients’ accounts and does not have any discretionary or non-discretionary assets.

REACT INVESTMENT SOLUTIONS, LLC

REACT INVESTMENT SOLUTIONS, LLC

LEGACY CAPITAL GROUP CALIFORNIA

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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REACT INVESTMENT SOLUTIONS, LLC REACT INVESTMENT SOLUTIONS, LLC LEGACY CAPITAL GROUP CALIFORNIA

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

REACT INVESTMENT SOLUTIONS, LLC

REACT INVESTMENT SOLUTIONS, LLC

LEGACY CAPITAL GROUP CALIFORNIA