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RETHINK CAPITAL PARTNERS, LLC

CRD 171118File 801-80753
APPROVED
Custody
Filing as of Jul 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.23B
Top 25% of cohort (national)
Discretionary AUM
$1.06B
Non-discretionary $1.17B
Clients
27
27 accounts
Employees
34
Above cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Mar 19, 2015
Principal office
707 WESTCHESTER AVENUE, SUITE 401, WHITE PLAINS, NY, 10604
Phone
(914) 683-8474

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.23B
Discretionary AUM
$1.06B
Non-discretionary AUM
$1.17B
Discretionary accounts
20
Non-discretionary accounts
7
Total accounts
27
AUM per client
$82.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles27$2.23B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described) — DISPOSITION, ACQUISTION FINANCING FEES PERTAINING TO REAL ESATE
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Clients2627increased by1
Apr 1, 2026AUM$2,234,183,000$2,233,598,000decreased by$585,000
Apr 1, 2026Accounts2627increased by1
May 1, 2025
vs Oct 1, 2022
Employees4134decreased by7
May 1, 2025
vs Oct 1, 2022
Clients3526decreased by9
May 1, 2025
vs Oct 1, 2022
AUM$2,635,791,000$2,234,183,000decreased by$401,608,000
May 1, 2025
vs Oct 1, 2022
Accounts3526decreased by9
Apr 1, 2022Employees3941increased by2
Apr 1, 2022Clients3235increased by3
Apr 1, 2022AUM$2,164,862,000$2,635,791,000increased by$470,929,000
Apr 1, 2022Accounts3235increased by3
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “RETHINK CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RETHINK CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.