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Private equityFirmbuyout · probablelower middle market

RGT Wealth Advisors

Private Equity

Dallas, TX

Corient is a fee-only wealth management firm that offers ultra high net worth and uber high net worth individuals with solutions to simplify their wealth.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:6f6e215f-2d6e-4fc8-ab20-b2b2b5e29875

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 18, 2026, 10:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 60
Dated events: 40
On other graphs: 2
Observed: Sep 13, 2026 to Sep 17, 2026
21 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

RGT WEALTH ADVISORS

Registered adviser · shared crd

Real Estate Fundsidentity

RGT Wealth Advisors

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 20
PE funds: 20
Regulatory AUM: $5.8B
Investments: 0
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.09bn Private Equity Fund GAV on the Form ADV filed 2023-03-01
Latest ADV filing: Mar 1, 2023
Employees (ADV): 68
Website: rgtnet.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
RGT Lion Capital Fund II, LP	n/a	Wound down	Private Equity Fund	n/a	$568,139
RGT R&r Investments, LP	n/a	Wound down	Private Equity Fund	n/a	$0
RGT Reserve Capital VI	n/a	Wound down	Private Equity Fund	n/a	$1.2M
RGT Hm Europe, LP	n/a	Wound down	Private Equity Fund	n/a	$25,864
RGT Champions II, LP	n/a	Wound down	Private Equity Fund	n/a	$311,428
RGT Crow II, LP	n/a	Wound down	Private Equity Fund	n/a	$80,000
RGT Champions III, LP	n/a	Wound down	Private Equity Fund	n/a	$819,464
RGT Hm Europe II, LP	n/a	Wound down	Private Equity Fund	n/a	$43,390
RGT Energy Capital I, LP	n/a	Wound down	Private Equity Fund	n/a	$1.0M
RGT Rch Energy Opportunity Fund III, LP	n/a	Wound down	Private Equity Fund	n/a	$758,196
RGT Hm VI, LP	n/a	Wound down	Private Equity Fund	n/a	$22,053
RGT Reserve Capital IV, LP	n/a	Wound down	Private Equity Fund	n/a	$1.1M
RGT Reserve Capital V, LP	n/a	Wound down	Private Equity Fund	n/a	$709,438
RGT Reserve Capital II, LP	n/a	Wound down	Private Equity Fund	n/a	$111,784
RGT Hm V, LP	n/a	Wound down	Private Equity Fund	n/a	$53,111
RGT Crow IV, LP	n/a	Wound down	Private Equity Fund	n/a	$635,693
RGT Rch Energy Opportunity Fund II, LP	n/a	Wound down	Private Equity Fund	n/a	$386,031
RGT Champions Iiq, LP	n/a	Wound down	Private Equity Fund	n/a	$964,594
RGT Weetabix, LP	n/a	Wound down	Private Equity Fund	n/a	$30,119
RGT Champions I, LP	n/a	Wound down	Private Equity Fund	n/a	$720,410

Relationships

Employs (27)

→ Mark Charles GriegePersonChief Executive Officer And Manager
Mar 1, 1989 to presentfactForm ADV
→ Larry Triston NakamuraPersonChief Compliance Officer
Feb 1, 2023 to presentfactForm ADV
→ Heather Medwick PesikoffPersonChief Operating Officer
Jul 1, 2021 to presentfactForm ADV
→ Jaime E RossPersonManager
Dec 1, 2020 to presentfactForm ADV
→ Craig Graham CardwellPersonChief Financial Officer
Jan 1, 2021 to presentfactForm ADV
→ Peter Alan LodwickPersonManaging Director
Oct 1, 2016 to presentfactForm ADV
→ Todd Richard AmacherPersonMember
Jan 1, 2008 to Jan 28, 2021inferenceForm ADV
→ Gregory Thomas BonePersonMember
Jan 1, 2011 to Jan 28, 2021inferenceForm ADV
→ Michael James ShockleyPersonMember
Jan 1, 2011 to Jan 28, 2021inferenceForm ADV
→ Jeremy Joseph HudsonPersonMember
Feb 1, 2016 to Jan 28, 2021inferenceForm ADV
→ Colleen Marie AffeldtPersonMember
Jan 1, 2016 to Jan 28, 2021inferenceForm ADV
→ James Spottswood TardyPersonMember
May 1, 2016 to Jan 28, 2021inferenceForm ADV
→ Ashley Davis BlanchettePersonManaging Director
Jan 1, 2009 to Jul 12, 2013inferenceForm ADV
→ Timothy Michael WeberPersonManaging Director
Mar 1, 2012 to Jul 12, 2013inferenceForm ADV
→ ASH NarayanPersonLimited Partner
Feb 1, 1997 to Mar 29, 2016inferenceForm ADV
→ Stanley Sangwon BaePersonLimited Partner
Jan 1, 2013 to Mar 29, 2016inferenceForm ADV
→ Stephen Craig RaffaelePersonChief Financial Officer And Chief Strategy Officer, Limited Partner
Jan 1, 2015 to Jun 13, 2016inferenceForm ADV
→ Tiffany Lynn RamirezPersonChief Compliance Officer
Jul 1, 2015 to Aug 2, 2017inferenceForm ADV
→ Anne K HillPersonChief Compliance Officer
Jun 1, 2017 to Jan 28, 2021inferenceForm ADV
→ John Shelton CoxPersonChief Operating Officer
Jul 1, 2017 to Jan 28, 2021inferenceForm ADV
→ Adam Charles GoldenbergPersonMember
Jan 1, 2019 to Jan 28, 2021inferenceForm ADV
→ Joseph Patrick NolanPersonManager
Dec 1, 2020 to Mar 30, 2022inferenceForm ADV
→ Charles Edward ThoelePersonManager
Dec 1, 2020 to Mar 30, 2022inferenceForm ADV
→ Joanna Christine JadlowPersonMember
Jan 1, 2015 to Jan 28, 2021inferenceForm ADV
→ Kenneth Mark McclanahanPersonMember
Jan 1, 2013 to Jan 28, 2021inferenceForm ADV
→ Matthew Joseph KraussPersonMember
Jan 1, 2013 to Jan 28, 2021inferenceForm ADV
→ John Alexander Jr. BrickerPersonMember
Jan 1, 2014 to Jan 28, 2021inferenceForm ADV

Manages (25)

→ Growth Capital 2019, L.P.FundPrivate Equity Fund
Mar 30, 2020 to presentfactForm ADV
→ Growth Capital Diversified Fund, LPFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ Growth Capital Energy Fund, LPFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ Growth Capital Private Equity Fund, LPFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ RGT Hm VI, LPFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ RGT Lion Capital Fund II, LPFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ RGT R&r Investments, LPFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ RGT Rch Energy Opportunity Fund II, LPFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ RGT Rch Energy Opportunity Fund III, LPFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ RGT Reserve Capital VIFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ RGT Weetabix, LPFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ RGT Reserve Capital II, LPFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ RGT Reserve Capital IV, LPFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ RGT Reserve Capital V, LPFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ RGT Champions I, LPFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ RGT Champions II, LPFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ RGT Champions III, LPFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ RGT Crow IV, LPFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ RGT Champions Iiq, LPFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ RGT Crow II, LPFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ RGT Energy Capital I, LPFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ RGT Hm Europe II, LPFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ RGT Hm Europe, LPFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ RGT Hm V, LPFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ Growth Capital Qp Diversified Fund, L.P.FundHedge Fund
Mar 31, 2015 to presentfactForm ADV

Owns (4)

← CI Financial Corp.FirmOwner
Nov 1, 2019 to presentfactForm ADV
← Cipw Holdings, LLCFirmOwner
Dec 1, 2021 to presentfactForm ADV
← CI US Holdings, Inc.FirmOwner
Dec 1, 2021 to presentfactForm ADV
← CI Private Wealth, LLCFirmOwner
Dec 1, 2021 to presentfactForm ADV

Dated events

9 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 1, 2026
Firm news
Corient Completes Acquisitions of Stonehage Fleming and Stanhope Capital Group; Global Assets Surpass US$500 Billion
The subject's own siteobserved yesterday
Occurred
May 13, 2026
Firm news
Corient Announces Acquisition of Capital Advisors, Expanding its Presence in the U.S. Southwest
The subject's own siteobserved yesterday
Occurred
Apr 16, 2026
Firm news
Corient Continues Global Expansion with Acquisition of Geneva-based Bedrock Group
The subject's own siteobserved yesterday
Occurred
Apr 9, 2026
Firm news
Corient Announces Acquisition of Vivaldi Capital Management
The subject's own siteobserved yesterday
Occurred
Sep 4, 2025
Firm news
Corient Acquires Breed’s Hill Capital, a Premier Wealth Advisor Providing Dedicated Service to Ultra-High-Net-Worth Families
The subject's own siteobserved yesterday
Occurred
Feb 6, 2025
Firm news
Corient Acquires Rootstock, an Ultra-High-Net-Worth Pittsburgh-Based RIA with Approximately $600 Million in Assets Under Management
The subject's own siteobserved yesterday
Occurred
Jan 15, 2025
Firm news
Corient Acquires Multi-Family Office Business of Geller, Expanding U.S. Wealth Management Presence and Deepening Family Office Capabilities
The subject's own siteobserved yesterday
Occurred
Dec 17, 2024
Firm news
Corient to Acquire H.M. Payson, Maine's Largest Registered Investment Advisor
The subject's own siteobserved yesterday
Occurred
Nov 1, 2024
Firm news
Corient Acquires $1.8-Billion Ensemble Capital, Bolstering California Presence
The subject's own siteobserved yesterday
Occurred
Feb 1, 2023
Person joined
Larry Triston Nakamura joined Schedule A of RGT Wealth Advisors as Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Person left
Charles Edward Thoele (Manager) no longer on Schedule A of RGT Wealth Advisors
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Person left
Joseph Patrick Nolan (Manager) no longer on Schedule A of RGT Wealth Advisors
Form ADVobserved 5 days ago
Occurred
Jul 1, 2021
Person joined
Heather Medwick Pesikoff joined Schedule A of RGT Wealth Advisors as Chief Compliance Officer And Chief Operations Officer
Form ADVobserved 5 days ago
Occurred
Jan 28, 2021
Person left
Kenneth Mark Mcclanahan (Member) no longer on Schedule A of RGT Wealth Advisors
Form ADVobserved 5 days ago
Occurred
Jan 28, 2021
Person left
Colleen Marie Affeldt (Member) no longer on Schedule A of RGT Wealth Advisors
Form ADVobserved 5 days ago
Occurred
Jan 28, 2021
Person left
Joanna Christine Jadlow (Member) no longer on Schedule A of RGT Wealth Advisors
Form ADVobserved 5 days ago
Occurred
Jan 28, 2021
Person left
Michael James Shockley (Member) no longer on Schedule A of RGT Wealth Advisors
Form ADVobserved 5 days ago
Occurred
Jan 28, 2021
Person left
Todd Richard Amacher (Member) no longer on Schedule A of RGT Wealth Advisors
Form ADVobserved 5 days ago
Occurred
Jan 28, 2021
Person left
John Alexander Bricker (Member) no longer on Schedule A of RGT Wealth Advisors
Form ADVobserved 5 days ago
Occurred
Jan 28, 2021
Person left
James Spottswood Tardy (Member) no longer on Schedule A of RGT Wealth Advisors
Form ADVobserved 5 days ago
Occurred
Jan 28, 2021
Person left
Adam Charles Goldenberg (Member) no longer on Schedule A of RGT Wealth Advisors
Form ADVobserved 5 days ago
Occurred
Jan 28, 2021
Person left
Matthew Joseph Krauss (Member) no longer on Schedule A of RGT Wealth Advisors
Form ADVobserved 5 days ago
Occurred
Jan 28, 2021
Person left
John Shelton Cox (Chief Operating Officer) no longer on Schedule A of RGT Wealth Advisors
Form ADVobserved 5 days ago
Occurred
Jan 28, 2021
Person left
Anne K Hill (Chief Compliance Officer) no longer on Schedule A of RGT Wealth Advisors
Form ADVobserved 5 days ago
Occurred
Jan 28, 2021
Person left
Ashley Davis Blanchette (Member) no longer on Schedule A of RGT Wealth Advisors
Form ADVobserved 5 days ago
Occurred
Jan 28, 2021
Person left
Timothy Michael Weber (Member) no longer on Schedule A of RGT Wealth Advisors
Form ADVobserved 5 days ago
Occurred
Jan 28, 2021
Person left
Jeremy Joseph Hudson (Member) no longer on Schedule A of RGT Wealth Advisors
Form ADVobserved 5 days ago
Occurred
Jan 28, 2021
Person left
Gregory Thomas Bone (Member) no longer on Schedule A of RGT Wealth Advisors
Form ADVobserved 5 days ago
Occurred
Jan 1, 2021
Person joined
Craig Graham Cardwell joined Schedule A of RGT Wealth Advisors as Chief Financial Officer
Form ADVobserved 5 days ago
Occurred
Dec 1, 2020
Person joined
Jaime E Ross joined Schedule A of RGT Wealth Advisors as Manager
Form ADVobserved 5 days ago
Occurred
Jan 1, 2019
Person joined
Adam Charles Goldenberg joined Schedule A of RGT Wealth Advisors as Member
Form ADVobserved 5 days ago

Show 9 bookkeeping events

Occurred
Sep 1, 2026
Adviser CRD 104953 is not on the SEC registered or exempt adviser roster of 2026-09-01
Occurred
Mar 30, 2020
Growth Capital 2019, L.P. first reported on Form ADV by RGT Wealth Advisors (Private Equity Fund), GAV $31,087,407
Occurred
Mar 28, 2018
Fund 805-8017644257 no longer reported on Form ADV by RGT Wealth Advisors
Occurred
Mar 28, 2018
Fund 805-4755685380 no longer reported on Form ADV by RGT Wealth Advisors
Occurred
Mar 28, 2018
Fund 805-1727290920 no longer reported on Form ADV by RGT Wealth Advisors
Occurred
Mar 28, 2018
Fund 805-6540770257 no longer reported on Form ADV by RGT Wealth Advisors
Occurred
Mar 28, 2018
Fund 805-2887839282 no longer reported on Form ADV by RGT Wealth Advisors
Occurred
Mar 28, 2018
Fund 805-7545484384 no longer reported on Form ADV by RGT Wealth Advisors
Occurred
Mar 28, 2018
Fund 805-5991621424 no longer reported on Form ADV by RGT Wealth Advisors

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Mark Charles Griege (Chief Executive Officer And Manager), Larry Triston Nakamura (Chief Compliance Officer), Heather Medwick Pesikoff (Chief Operating Officer), Jaime E Ross (Manager), Craig Graham Cardwell (Chief Financial Officer), Peter Alan Lodwick (Managing Director).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:6f6e215f-2d6e-4fc8-ab20-b2b2b5e29875
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 32 h ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RGT Wealth Advisors

Private Equity

Dallas, TX

Corient is a fee-only wealth management firm that offers ultra high net worth and uber high net worth individuals with solutions to simplify their wealth.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:6f6e215f-2d6e-4fc8-ab20-b2b2b5e29875

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 18, 2026, 10:47 PM UTC and rebuilt at most every 15 minutes.