Rinascita, LLC

RIASEC Registered
Total AUM
$45M
Discretionary
$45M
100% of AUM
Avg account
$1.2M
Accounts
39
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
323715
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI97.46%
  • Individuals2.54%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Rinascita, LLC is a small, fee-based registered investment adviser that manages concentrated portfolios for individual and family clients, as well as small businesses. The firm’s advisory activity centers on discretionary portfolio management with a clear tilt toward equities: exchange-traded securities are the dominant holding type across client accounts. Rinascita operates as a single-office, single-custodian adviser and is not positioned as an active ESG investor or a multi-state pension consultant. Its business model is percentage-of-AUM fees applied to separately managed and pooled vehicles used to deliver equity-heavy strategies and complementary allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Investment Grade Corp Bonds 17%, Public Funds/Mutual Funds 2%, Cash & Cash Equivalents 2%80%
  • Exchange Traded Equities80%
  • Investment Grade Corp Bonds17%
  • Public Funds/Mutual Funds2%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • Roger Sheffield

    Roger Sheffield

    Investment Advisor RepresentativeCRD 1280263

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth