Rethink Capital Partners, LLC
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Overview
Rethink Capital Partners, LLC operates as an advisory company headquartered in West Harrison, New York. The company administers $2.9 billion in assets under management over 25 client accounts, placing it among the largest financial advisory firms in the nation by assets under management (AUM). It has a small group, including 23 financial advisors. Rethink Capital Partners, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as options, bonds and stocks.
Rethink Capital Partners, LLC manages more than half of its accounts on a discretionary basis. Discretionary management is a structure in which buy and sell decisions are made by a portfolio manager without needing client permission. The firm also oversees nine non-discretionary accounts totaling $2.1 billion in AUM. Rethink Capital Partners, LLC administers about $117.8 million in assets for every client account. An average advisor at Rethink Capital Partners, LLC oversees around one client account, making it one of the most individualized advisor firms in the country.
The company's main office is at 707 Westchester Avenue, West Harrison, New York 10604. The firm is allowed to serve investors throughout 7 states, including California, District of Columbia, Florida, Georgia, Indiana, New York and North Carolina.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Rethink Capital Partners, LLC by the Numbers
$2.9 billion
36
25
$117.8 million
Fee Structure
Financial management fees typically are based on the financial services provided. However, fees charged by Rethink Capital Partners, LLC most likely consist of the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The company provides services to pooled investment vehicles. Out of its 25 accounts, Rethink Capital Partners, LLC's largest client by number of accounts is pooled investment vehicles. None of the company's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Rethink Capital Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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