DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
R•••••• C•••••• P•••••••• L••
Latest filing Jul 6, 2026
First filing on the tape Dec 12, 2014 · 21 filings
SEC status approved since Mar 19, 2015
RAUM
$2.2B
reported, Item 5.F
Discretionary
48%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
34
22 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
27
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$2.2B as of Jul 6, 2026
Mar 30, 2016$891M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 6, 2026
Mar 30, 20162 then
Employees (5.A)34 as of Jul 6, 2026
Mar 30, 201618 then
Private funds27 as of Jul 6, 2026
Mar 30, 201619 then
RAUM -0.0% over the last fiscal year-8.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 6, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $82.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 48%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -0.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.2B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 27reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
45 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T••• S• M•• V•••••• I• L•• | Real Estate Fund | $523M | 3 | Mar 31, 2023 |
| T••• S• M•• V•••••• I• L•• | Real Estate Fund | $406M | 2 | Mar 30, 2022 |
| S• V• • I• L•• | Real Estate Fund | $378M | 3 | Mar 30, 2020 |
| S•• • M••••••• I• L•• | Real Estate Fund | $353M | 3 | Mar 30, 2020 |
| R•••••• I••••• L• | Venture Capital Fund | $309M | 183 | Mar 30, 2016 |
| S•••••• C••• F••• I• L•• | Real Estate Fund | $209M | 3 | Mar 27, 2018 |
| R•••••• E•••••••• I•• L• | Venture Capital Fund | $167M | 47 | Mar 30, 2020 |
| R•••••• I••••• I•• L• | Venture Capital Fund | $152M | 184 | Mar 28, 2021 |
| R•••••• E•••••••• I• L• | Venture Capital Fund | $131M | 57 | Nov 3, 2015 |
| S•••••• B•••••• I• L•• | Real Estate Fund | $103M | 3 | Mar 30, 2020 |
| W•••• O•• A•••• M•••••• L•• | Real Estate Fund | $84.6M | 2 | Mar 26, 2019 |
| S•••••• P•• H••••••••• R••• H••••••• L•no longer reported | Real Estate Fund | $52.5M | 5 | Dec 12, 2014 |
| S•••••• P••••••••• V• L•• | Real Estate Fund | $51.2M | 38 | Mar 26, 2019 |
| R•••••• E•••••••• L• | Venture Capital Fund | $47.3M | 44 | Dec 12, 2014 |
| S•••••• W•••• O•• L•• | Real Estate Fund | $43.6M | 3 | Mar 26, 2019 |
| P••••••• I• L••no longer reported | Venture Capital Fund | $34.9M | 6 | Dec 12, 2014 |
| R•••••• E•••••••• S••• L• | Venture Capital Fund | $28.1M | 2 | Mar 27, 2018 |
| R•• P••••••••• V• L•• | Real Estate Fund | $25.7M | 29 | Mar 29, 2024 |
| R•••••• F••• L• | Venture Capital Fund | $25.4M | 37 | Mar 31, 2023 |
| A••••• C•••••• M•• L•no longer reported | Real Estate Fund | $22.9M | 5 | Dec 12, 2014 |
| F••••• G••••••••• P•••••• E••••• P•••••••no longer reported | Private Equity Fund | $16.2M | 12 | Nov 3, 2015 |
| D•• B••••••••• L••no longer reported | Private Equity Fund | $15.7M | 15 | Mar 26, 2019 |
| R•••••• C•••••••• N•••••••• P••••••• L•• | Real Estate Fund | $13.1M | 3 | Mar 30, 2022 |
| F••••• S••••••••• P•••••••no longer reported | Other Private Fund | $11.4M | 9 | Nov 3, 2015 |
| F••••• G••••••••• P•••••••• L••no longer reported | Real Estate Fund | $6.9M | 12 | Nov 3, 2015 |
| D•• C•••no longer reported | Other Private Fund | $6.2M | 1 | Mar 26, 2019 |
| S•••••• C••• F••• I• I•••••••• L•• | Real Estate Fund | $4.8M | 30 | Mar 27, 2018 |
| R•••••• I••••• E••••••• L•• | Venture Capital Fund | $4.5M | 14 | Mar 27, 2018 |
| S•••••• C•••••• V••••••• I•• L••no longer reported | Private Equity Fund | $4.1M | 7 | Nov 3, 2015 |
| R•••••• C•••••••• N•••••••• P••••••• I• L•• | Real Estate Fund | $3.2M | 23 | Mar 30, 2022 |
| R•••••• I••••• E••••••• B• L•• | Venture Capital Fund | $3.2M | 18 | Mar 31, 2023 |
| S•••••• P••••••••• I•• L••no longer reported | Real Estate Fund | $2.9M | 52 | Dec 12, 2014 |
| S• I•• F••••• G• P•••••••no longer reported | Real Estate Fund | $2.9M | 18 | Nov 3, 2015 |
| R•••••• C•••••••• I• L• | Real Estate Fund | $2.5M | 3 | Mar 30, 2022 |
| S•••••• C•••••• V•••••• I•• L••no longer reported | Private Equity Fund | $1.6M | 11 | Mar 28, 2021 |
| S•• • M••••••• I• L•• | Real Estate Fund | $1.6M | 3 | Nov 3, 2015 |
| R•••••• S••••••••• L••no longer reported | Private Equity Fund | $1.2M | 5 | Nov 3, 2015 |
| S• I• F••••• G• P•••••••no longer reported | Real Estate Fund | $484,000 | 18 | Nov 3, 2015 |
| S•••••• L••• I• G•no longer reported | Private Equity Fund | $296,042 | 5 | Nov 3, 2015 |
| S•••••• P••••••••• I• L•• | Real Estate Fund | $266,000 | 48 | Dec 12, 2014 |
Owners and control persons
Schedule A and B, latest filing
- R••• D••••••• F•••• · Chief Executive Officer / R•••••• Capital Partners LLCcontrolsince 10/2013 · owns 25% to 50%
- S••••• R••••••• D•••• · Founding Chairman / R•••••• Capital Partners LLCcontrolsince 10/2013 · owns 25% to 50%
- S•••••••• C••••••••• H•••••• · Chief Financial Officer / R•••••• Capital Partners LLCcontrolsince 10/2013 · owns less than 5%
- W•••••• M••••••• E••••• · Chief Operating Officer/ Chief Compliance Officer R•••••• Capital Partners LLCcontrolsince 10/2013 · owns 5% to 10%
- W••••• J•••••••• L•••• · Senior Managing Director & Chief Investment Officer / R•••••• Capital Partners LLCcontrolsince 10/2013 · owns 5% to 10%
Entity owners
- R•••••• C•••••• P••••••• L•• · Elected M••••••direct · owns less than 5%
Related persons
Schedule D 7.A
- R•••••• C•••••• P••••••• I••y
- R•••••• C•••••••• I• G•• L••pooled vehicle sponsory
- R•••••• E•••••••• G• I• L•pooled vehicle sponsory
- R•••••• E•••••••• G• L••y
- R•••••• E•••••••• G• L•pooled vehicle sponsory
- R•••••• E•••••••• I•• G• L•pooled vehicle sponsory
- R•••••• E•••••••• S••• G• L•pooled vehicle sponsory
- R•••••• F••• G• L••pooled vehicle sponsory
- R•••••• F••• G• L•pooled vehicle sponsory
- R•••••• I••••• G• L••y
- R•••••• I••••• G• L•pooled vehicle sponsory
- R•••••• I••••• I• G• L•pooled vehicle sponsory
- R•• V• M•••••• L••pooled vehicle sponsory
- S•••••• C••• F••• I• M••••••• L••pooled vehicle sponsory
- S•• M•••••• L••pooled vehicle sponsory
- S• V• • I• M•••••• L••pooled vehicle sponsory
- S• V• M•••••• L••pooled vehicle sponsory
- T• W•••• O•• L••pooled vehicle sponsory
- T••• S• M•• V•••••• M•••••• I• L••pooled vehicle sponsory
- T••• S• M•• V•••••• M•••••• I• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- New York, NY4 employees
What changed
consecutive filings, newest first
- Accounts · 26 to 27Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 26 to 27Mar 31, 2025 to Mar 31, 2026
- Private funds · 26 to 27Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.1B to $1.1BMar 31, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $1.2B to $1.2BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $2.2B to $2.2BMar 31, 2025 to Mar 31, 2026
- RAUM · $2.2B to $2.2BMar 31, 2025 to Mar 31, 2026
- Accounts · 23 to 26Mar 29, 2024 to Mar 31, 2025
- Advisory employees · 23 to 22Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 23 to 26Mar 29, 2024 to Mar 31, 2025
- Employees · 36 to 34Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · 0 to 0Mar 29, 2024 to Mar 31, 2025
- Private funds · 23 to 26Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $899M to $1.1BMar 29, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $1.7B to $1.2BMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $2.6B to $2.2BMar 29, 2024 to Mar 31, 2025
- RAUM · $2.6B to $2.2BMar 29, 2024 to Mar 31, 2025
- RAUM · $2.9B to $2.6BMar 31, 2023 to Mar 29, 2024
- Accounts · 25 to 23Mar 31, 2023 to Mar 29, 2024
- Pooled vehicle clients · 25 to 23Mar 31, 2023 to Mar 29, 2024
- Private funds · 25 to 23Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $894M to $899MMar 31, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $2.1B to $1.7BMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $2.9B to $2.6BMar 31, 2023 to Mar 29, 2024
- Accounts · 35 to 25Oct 7, 2022 to Mar 31, 2023
- Advisory employees · 24 to 23Oct 7, 2022 to Mar 31, 2023
- Advisory activities · 2 to 1Oct 7, 2022 to Mar 31, 2023
- Business name · S•••••• I••••••••• G••••• L•• to R•••••• C•••••• P•••••••• L••Oct 7, 2022 to Mar 31, 2023
- Pooled vehicle clients · 35 to 25Oct 7, 2022 to Mar 31, 2023
- Employees · 41 to 36Oct 7, 2022 to Mar 31, 2023
- Financial planning clients · 26-50 to 0Oct 7, 2022 to Mar 31, 2023
- Legal name · S•••••• I••••••••• G••••• L•• to R•••••• C•••••• P•••••••• L••Oct 7, 2022 to Mar 31, 2023
- Private funds · 35 to 25Oct 7, 2022 to Mar 31, 2023
- Discretionary RAUM · $981M to $894MOct 7, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $1.7B to $2.1BOct 7, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $2.6B to $2.9BOct 7, 2022 to Mar 31, 2023
- RAUM · $2.6B to $2.9BOct 7, 2022 to Mar 31, 2023
- Related adviser · true to falseMay 15, 2022 to Oct 7, 2022
- Other offices · 3 to 1Mar 30, 2022 to May 15, 2022
- Accounts · 32 to 35Mar 28, 2021 to Mar 30, 2022
Signals
5 dated events
- Kate Tracy Abbott (Chief Compliance Officer / Chief Compliance And Risk Officer, Rethink Capital Partners Llc) no longer on Schedule A of R•••••• C•••••• P•••••••• L•• (listed 2022-10-07, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- R•••••• C•••••• P•••••••• L•• reported RAUM $1.7B, up 57% from $1.1B (2019-07-01 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Kate Tracy Abbott (Chief Compliance Officer / Seavest Investment Group Llc) appeared on Schedule A of R•••••• C•••••• P•••••••• L••Jul 1, 2019 · Control person joined · fact
- J•••• A••••••• (Founder & Managing Partner / Rethink Impact Management Llc) no longer on Schedule A of R•••••• C•••••• P•••••••• L•• (listed 2018-03-27, absent 2019-03-26)Mar 26, 2019 · Control person left · inference
- S•••••• I••••••••• G••••• L•• filed its initial SEC registration (Form ADV)Dec 12, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- R•••••• C•••••• P•••••••• L•• · Private Equityshared crd · organization
- R•••••• C•••••• P•••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LinkedIn.com/company/Rethink-Food-VCreportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- LinkedIn.com/company/Rethink-Communityreportedpublic record, Form ADV, Sep 18, 2026
- Website
- rethinkimpact.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (914) 683-8474reportedpublic record, Form ADV, Jul 6, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
R•••••• C•••••• P•••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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