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Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

RINET COMPANY, LLC

CRD 106979

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:026c84c1-1014-409a-5139-7dff7f3ba0a9

Data as of Dec 23, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 45
Dated events: 9
On other graphs: 2
Observed: Nov 18, 2011 to Dec 23, 2021
28 observations

Across DFX

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

Private Equityidentity

Rinet Company, LLC

Private equity manager · shared crd

Real Estate Fundsidentity

Rinet Company, LLC

Real estate fund manager · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $2.0BItem 5.F on the latest filing (2021-12-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.9B
Private client RAUM: $1.9BderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 28
Advisory employees: 15
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,369
Individual clients: 19
High net worth clients: 142
Private funds: 4Schedule D 7.B(1)
Private fund GAV: $5.8Mgross asset value as reported per fund; never fund size
Custody, client assets: $57,478
SEC number: 801-17437
CRD: 106979
Filings on the tape: 28
First filed: Nov 18, 2011
Latest filed: Dec 23, 2021
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
RC-MCII 2007, LLC	Private Equity Fund	$2.3M	Dec 23, 2021	8	Mar 30, 2012	reported	n/a
RC-MC III 2008, LLC	Private Equity Fund	$2.1M	Dec 23, 2021	13	Mar 30, 2012	reported	021-121049
RC/LOMEZ INVESTORS, LLC	Real Estate Fund	$2.1M	Jan 3, 2013	17	Mar 30, 2012	dropped	021-73399
RC/MORGAN CREEK I, ASSOCIATES LLC	Private Equity Fund	$1.2M	Dec 23, 2021	14	Mar 30, 2012	reported	021-92706
2000 ASSOCIATES, LLC	Real Estate Fund	$242,585	Dec 23, 2021	26	Mar 30, 2012	reported	021-9999999999
RC/WCP IV ASSOCIATES, LLC	Private Equity Fund	$217,422	Mar 31, 2017	23	Mar 30, 2012	dropped	021-71959
NINETY-SIX ASSOCIATES, LLC	Real Estate Fund	$11,239	Jun 30, 2017	4	Mar 30, 2012	dropped	n/a
RC/CRR INVESTORS, LLC	Real Estate Fund	$5,054	Jul 1, 2019	34	Mar 30, 2012	dropped	021-95471
NINETY-SEVEN ASSOCIATES	Real Estate Fund	$2,199	Jul 1, 2019	23	Mar 30, 2012	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BECKWITH, DAVID, STANLEY	MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER	Na	yes	06/2005	Nov 18, 2011	Dec 23, 2021
GOLDMAN, BENJAMIN, GEORGE	MANAGING DIRECTOR	Na	yes	01/2018	Mar 30, 2018	Dec 23, 2021
MAHONEY, CHRISTOPHER, FRANCIS	MANAGING DIRECTOR	Na	yes	01/2018	Mar 30, 2018	Dec 23, 2021
POULIOT, REBECCA, RENEE	MANAGING DIRECTOR	Na	yes	09/2009	Nov 18, 2011	Dec 23, 2021
RINET HOLDING COMPANY, LLC	Member	E	yes	09/2009	Nov 18, 2011	Dec 23, 2021
RIVOTTO, BRIAN	PRESIDENT, CEO, MANAGER, MEMBER	F	yes	08/2009	Nov 18, 2011	Dec 23, 2021
RIVOTTO, BRIAN	MANAGING DIRECTOR - PRESIDENT AND CEO	Na	yes	01/2006	Nov 18, 2011	Dec 23, 2021
SAVAGE, GARY, P.	MANAGING DIRECTOR - CHIEF COMPLIANCE OFFICER	Na	yes	01/2004	Nov 18, 2011	Dec 23, 2021
SAVAGE, GARY, P.	MANAGER, MEMBER	F	yes	08/2009	Nov 18, 2011	Dec 23, 2021
WALLACE, KATHLEEN, C.	MANAGING DIRECTOR	Na	yes	10/2004	Nov 18, 2011	Dec 23, 2021
WALLACE, KATHLEEN, C.	MANAGER, MEMBER	F	yes	12/2014	Nov 18, 2011	Dec 23, 2021

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CAPFINANCIAL PARTNERS, LLC	n/a	Institutional manager	$1237B	N	yes	n/a
CAPFINANCIAL SECURITIES, LLC.	n/a	Former SEC adviser	$116B	N	yes	n/a
PENSIONMARK FINANCIAL GROUP, LLC	n/a	Other adviser	$72B	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Mar 31, 2021	$2.0B	$1.9B	28	15	0	4	$6.7M
2019	Mar 30, 2020	$1.9B	$1.8B	25	15	0	4	$8.4M
2018	Mar 30, 2019	$1.8B	$1.7B	27	17	1	6	$12.7M
2017	Mar 30, 2018	$2.0B	$1.8B	27	17	1	6	$16.8M
2016	Mar 31, 2017	$1.8B	$1.7B	29	16	n/a	8	$23.0M
2015	Mar 30, 2016	$1.8B	$1.6B	27	13	n/a	8	$29.3M
2014	Mar 27, 2015	$1.9B	$1.9B	28	14	n/a	8	$31.1M
2013	Mar 28, 2014	$1.9B	$1.9B	29	16	n/a	8	$33.6M
2012	Apr 1, 2013	$1.6B	$1.6B	34	17	n/a	8	$43.2M
2011	Mar 30, 2012	$1.3B	$1.3B	n/a	n/a	n/a	9	$47.5M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$2.0B	$1.9B	4.0%	$2.0B	0.8%	28	25	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Captrust	8	Mar 28, 2022	Feb 1, 2022	BOSTON, MA	Firm absorbed	Other	100.0%

Relationships

Affiliated with (3)

→ CAPTRUST FINANCIAL ADVISORSRegistered adviserbroker-dealer, common control
factForm ADV
→ CAPTRUSTRegistered adviserother investment adviser, common control
factForm ADV
→ WORLD INVESTMENT ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Advises (9)

→ RC-MCII 2007, LLCPrivate fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ 2000 ASSOCIATES, LLCPrivate fundReal Estate Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ RC-MC III 2008, LLCPrivate fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ RC/MORGAN CREEK I, ASSOCIATES LLCPrivate fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ NINETY-SEVEN ASSOCIATESPrivate fundReal Estate Fund, IA, no longer reported
Mar 30, 2012 to Jul 1, 2019factForm ADV
→ RC/CRR INVESTORS, LLCPrivate fundReal Estate Fund, IA, no longer reported
Mar 30, 2012 to Jul 1, 2019factForm ADV
→ NINETY-SIX ASSOCIATES, LLCPrivate fundReal Estate Fund, IA, no longer reported
Mar 30, 2012 to Jun 30, 2017factForm ADV
→ RC/WCP IV ASSOCIATES, LLCPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 31, 2017factForm ADV
→ RC/LOMEZ INVESTORS, LLCPrivate fundReal Estate Fund, IA, no longer reported
Mar 30, 2012 to Jan 3, 2013factForm ADV

Controls (8)

← BECKWITH, DAVID, STANLEYOwnerMANAGING DIRECTOR - CHIEF INVESTMENT OFFICER, ownership code NA, individual
Nov 18, 2011 to presentfactForm ADV
← SAVAGE, GARY, P.OwnerMANAGER, MEMBER, ownership code F, individual
Nov 18, 2011 to presentfactForm ADV
← WALLACE, KATHLEEN, C.OwnerMANAGER, MEMBER, ownership code F, individual
Nov 18, 2011 to presentfactForm ADV
← RIVOTTO, BRIANOwnerPRESIDENT, CEO, MANAGER, MEMBER, ownership code F, individual
Nov 18, 2011 to presentfactForm ADV
← GOLDMAN, BENJAMIN, GEORGEOwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 30, 2018 to presentfactForm ADV
← POULIOT, REBECCA, RENEEOwnerMANAGING DIRECTOR, ownership code NA, individual
Nov 18, 2011 to presentfactForm ADV
← MAHONEY, CHRISTOPHER, FRANCISOwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 30, 2018 to presentfactForm ADV
← RINET HOLDING COMPANY, LLCOwnerMEMBER, ownership code E, domestic entity
Nov 18, 2011 to presentfactForm ADV

Registered with (20)

← GARY P. SAVAGEAdvisorregistration: previous registration
Jan 13, 2004 to Mar 28, 2022factForm ADV
← BENJAMIN GEORGE GOLDMANAdvisorregistration: previous registration
Oct 10, 2006 to Mar 28, 2022factForm ADV
← REBECCA RENEE POULIOTAdvisorregistration: previous registration
Jan 28, 2004 to Mar 28, 2022factForm ADV
← Jason EdingerAdvisorregistration: previous registration
Jan 4, 2017 to Mar 28, 2022factForm ADV
← CHRISTOPHER FRANCIS MAHONEYAdvisorregistration: previous registration
Mar 12, 2007 to Mar 28, 2022factForm ADV
← KATHALEEN MARIE CARROLL-COELHOAdvisorregistration: previous registration
Aug 15, 2007 to Mar 28, 2022factForm ADV
← Joshua Torrey HohlfelderAdvisorregistration: previous registration
Sep 12, 2019 to Mar 28, 2022factForm ADV
← Thomas M KeaneAdvisorregistration: previous registration
Dec 22, 2021 to Mar 28, 2022factForm ADV
← DAVID STANLEY BECKWITHAdvisorregistration: previous registration
Dec 9, 2010 to Dec 31, 2021factForm ADV
← CHARLES SAVAGE WILLAUERAdvisorregistration: previous registration
Nov 3, 2020 to Dec 10, 2021factForm ADV
← Matthew Ryan FreitagAdvisorregistration: previous registration
May 18, 2017 to Sep 14, 2021factForm ADV
← ASHLEY ELIZABETH KOEDAdvisorregistration: previous registration
Sep 23, 2013 to Dec 9, 2016factForm ADV
← RACHEL MERI ZIBRAKAdvisorregistration: previous registration
Feb 19, 2010 to Dec 2, 2014factForm ADV
← DAVID EDWIN POWERSAdvisorregistration: previous registration
Dec 17, 2010 to Jun 13, 2011factForm ADV
← ROBERT COADY FLOREKAdvisorregistration: previous registration
Feb 2, 2004 to Dec 31, 2009factForm ADV
← IRA GENE RAPAPORTAdvisorregistration: previous registration
Apr 11, 2002 to Nov 16, 2009factForm ADV
← ROBERT PAUL McCARTHYAdvisorregistration: previous registration
Apr 13, 2001 to Nov 16, 2009factForm ADV
← LAUREN MARIE BRUCKHARTAdvisorregistration: previous registration
Jun 6, 2007 to Nov 16, 2009factForm ADV
← MARY ANN RODRIGUEAdvisorregistration: previous registration
Apr 14, 1994 to Mar 24, 2006factForm ADV
← DENISE GOLDSTEINAdvisorregistration: previous registration
Jul 27, 2004 to Aug 25, 2005factForm ADV

Moved with (1)

→ CAPTRUSTRegistered adviser8 advisors, firm absorbed, same day
Mar 28, 2022 to Feb 1, 2022factForm ADV

Dated events

Occurred
Mar 28, 2022
Firm absorbed
Rinet Company, LLC's advisors moved to Captrust (Boston, MA): 8 of 8 registered, on the same day
Form ADVobserved 5 days ago
8 advisors
Occurred
Mar 28, 2022
Advisor changed firm
Gary P. Savage left Rinet Company, Llc for Captrust (registered 2022-02-01)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2022
Advisor changed firm
Kathaleen Marie Carroll-Coelho left Rinet Company, Llc for Captrust (registered 2022-01-25)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2022
Advisor changed firm
Christopher Francis Mahoney left Rinet Company, Llc for Captrust (registered 2022-01-25)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2022
Advisor changed firm
Joshua Torrey Hohlfelder left Rinet Company, Llc for Captrust (registered 2022-01-25)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2022
Advisor changed firm
Jason Edinger left Rinet Company, Llc for Captrust (registered 2022-01-25)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2022
Advisor changed firm
Thomas M Keane left Rinet Company, Llc for Captrust (registered 2022-02-01)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2022
Advisor changed firm
Rebecca Renee Pouliot left Rinet Company, Llc for Captrust (registered 2022-01-25)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2022
Advisor changed firm
Benjamin George Goldman left Rinet Company, Llc for Captrust (registered 2022-01-25)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:026c84c1-1014-409a-5139-7dff7f3ba0a9
First observed: Nov 18, 2011
Last observed: Dec 23, 2021 57 months ago
Source families: Federal regulator filings
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.

RINET COMPANY, LLC

CRD 106979

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:026c84c1-1014-409a-5139-7dff7f3ba0a9

Data as of Dec 23, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:59 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

RC-MCII 2007, LLC

Private Equity Fund

$2.3M

Dec 23, 2021

Mar 30, 2012

reported

n/a

RC-MC III 2008, LLC

Private Equity Fund

$2.1M

Dec 23, 2021

Mar 30, 2012

reported

021-121049

RC/LOMEZ INVESTORS, LLC

Real Estate Fund

$2.1M

Jan 3, 2013

Mar 30, 2012

dropped

021-73399

RC/MORGAN CREEK I, ASSOCIATES LLC

Private Equity Fund

$1.2M

Dec 23, 2021

Mar 30, 2012

reported

021-92706

2000 ASSOCIATES, LLC

Real Estate Fund

$242,585

Dec 23, 2021

Mar 30, 2012

reported

021-9999999999

RC/WCP IV ASSOCIATES, LLC

Private Equity Fund

$217,422

Mar 31, 2017

Mar 30, 2012

dropped

021-71959

NINETY-SIX ASSOCIATES, LLC

Real Estate Fund

$11,239

Jun 30, 2017

Mar 30, 2012

dropped

n/a

RC/CRR INVESTORS, LLC

Real Estate Fund

$5,054

Jul 1, 2019

Mar 30, 2012

dropped

021-95471

NINETY-SEVEN ASSOCIATES

Real Estate Fund

$2,199

Jul 1, 2019

Mar 30, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BECKWITH, DAVID, STANLEY

MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER

yes

06/2005

Nov 18, 2011

Dec 23, 2021

GOLDMAN, BENJAMIN, GEORGE

MANAGING DIRECTOR

yes

01/2018

Mar 30, 2018

Dec 23, 2021

MAHONEY, CHRISTOPHER, FRANCIS

MANAGING DIRECTOR

yes

01/2018

Mar 30, 2018

Dec 23, 2021

POULIOT, REBECCA, RENEE

MANAGING DIRECTOR

yes

09/2009

Nov 18, 2011

Dec 23, 2021

RINET HOLDING COMPANY, LLC

Member

yes

09/2009

Nov 18, 2011

Dec 23, 2021

RIVOTTO, BRIAN

PRESIDENT, CEO, MANAGER, MEMBER

yes

08/2009

Nov 18, 2011

Dec 23, 2021

RIVOTTO, BRIAN

MANAGING DIRECTOR - PRESIDENT AND CEO

yes

01/2006

Nov 18, 2011

Dec 23, 2021

SAVAGE, GARY, P.

MANAGING DIRECTOR - CHIEF COMPLIANCE OFFICER

yes

01/2004

Nov 18, 2011

Dec 23, 2021

SAVAGE, GARY, P.

MANAGER, MEMBER

yes

08/2009

Nov 18, 2011

Dec 23, 2021

WALLACE, KATHLEEN, C.

MANAGING DIRECTOR

yes

10/2004

Nov 18, 2011

Dec 23, 2021

WALLACE, KATHLEEN, C.

MANAGER, MEMBER

yes

12/2014

Nov 18, 2011

Dec 23, 2021

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CAPFINANCIAL PARTNERS, LLC

n/a

Institutional manager

$1237B

yes

n/a

CAPFINANCIAL SECURITIES, LLC.

n/a

Former SEC adviser

$116B

yes

n/a

PENSIONMARK FINANCIAL GROUP, LLC

n/a

Other adviser

$72B

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 31, 2021

$2.0B

$1.9B

$6.7M

2019

Mar 30, 2020

$1.9B

$1.8B

$8.4M

2018

Mar 30, 2019

$1.8B

$1.7B

$12.7M

2017

Mar 30, 2018

$2.0B

$1.8B

$16.8M

2016

Mar 31, 2017

$1.8B

$1.7B

n/a

$23.0M

2015

Mar 30, 2016

$1.8B

$1.6B

n/a

$29.3M

2014

Mar 27, 2015

$1.9B

n/a

$31.1M

2013

Mar 28, 2014

$1.9B

n/a

$33.6M

2012

Apr 1, 2013

$1.6B

n/a

$43.2M

2011

Mar 30, 2012

$1.3B

n/a

$47.5M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$2.0B

$1.9B

4.0%

$2.0B

0.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Captrust

Mar 28, 2022

Feb 1, 2022

BOSTON, MA

Firm absorbed

Other

100.0%