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CRD 331016
GREENWICH, CT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JOSEPH WESTREICH | n/a | GREENWICH, CT | 1 | 12 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| REN FUND (P), LP | Private Equity Fund | $71.0M | May 29, 2024 | 18 | May 29, 2024 | reported | 021-514556 |
| REN FUND (A) | Private Equity Fund | $43.9M | May 29, 2024 | 2 | May 29, 2024 | reported | 021-514556 |
| REN FUND I C1-ABA | Private Equity Fund | $13.4M | May 29, 2024 | 1 | May 29, 2024 | reported | 021-514556 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| FACKELMAYER, HARRISON, GEORGE | Principal | Na | yes | 03/2025 | Jun 15, 2026 | Jun 15, 2026 |
| KITTLE, RALPH, W | PARTNER, MANAGING MEMBER | Na | yes | 09/2023 | Jun 15, 2026 | Jun 15, 2026 |
| RWK FOUNDER, LLC | Member | E | yes | 12/2024 | Jun 15, 2026 | Jun 15, 2026 |
| WESTREICH, JOSEPH | CHIEF COMPLIANCE OFFICER | Na | yes | 05/2024 | Jun 15, 2026 | Jun 15, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $1.7B | $1.6B | 14 | 11 | 1 | 12 | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.7B | n/a | n/a | n/a | n/a | 14 | n/a | 1 | n/a |