Rinet is a fund manager in Boston with $2.02 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
800031560
SEC advisor number
801-17437
FINRA CRD number
106979
AUM ?
$2.02 bn
(as of 23 Dec 21)
Accounts
1,369
(as of 23 Dec 21)
Employees
28
(15 investment advisory or research)
Address
Rinet
101 FEDERAL STREET, 14TH FLOOR
BOSTON
MA 02110
101 FEDERAL STREET, 14TH FLOOR
BOSTON
MA 02110
Office hours
Monday - Friday, 8:30AM - 5:30PM
Phone
6174882768
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Wallace, Kathleen, C. | Managing Director | 10/2004 | < 5% |
Rivotto, Brian | Managing Director - President and CEO | 01/2006 | < 5% |
Savage, Gary, P. | Managing Director - Chief Compliance Officer | 01/2004 | < 5% |
Beckwith, David, Stanley | Managing Director - Chief Investment Officer | 06/2005 | < 5% |
Rinet Holding Company, LLC | Member | 09/2009 | > 75% |
Rivotto, Brian | President, CEO, Manager, Member | 08/2009 | |
Savage, Gary, P. | Manager, Member | 08/2009 | |
Pouliot, Rebecca, Renee | Managing Director | 09/2009 | < 5% |
Wallace, Kathleen, C. | Manager, Member | 12/2014 | |
Goldman, Benjamin, George | Managing Director | 01/2018 | < 5% |
Mahoney, Christopher, Francis | Managing Director | 01/2018 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Rinet Company, LLC | $2.02 bn | |
2000 Associates, LLC | $242.59 k | Real Estate Fund |
RC-MC III 2008, LLC | $2.14 mm | Private Equity Fund |
Rc-mcii 2007, LLC | $2.27 mm | Private Equity Fund |
Rc/morgan Creek I, Associates LLC | $1.16 mm | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
13 Aug 21
13F-HR
Quarterly holdings report by institutional manager
17 May 21
13F-HR
Quarterly holdings report by institutional manager
11 Feb 21
13F-HR
Quarterly holdings report by institutional manager
13 Nov 20
13F-HR
Quarterly holdings report by institutional manager
13 Aug 20
13F-HR
Quarterly holdings report by institutional manager
13 May 20
13F-HR
Quarterly holdings report by institutional manager
3 Feb 20
13F-HR
Quarterly holdings report by institutional manager
4 Nov 19
13F-HR
Quarterly holdings report by institutional manager
7 Aug 19