Rinascita, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Investment Grade Corp Bonds17%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents2%
Contacts
1 of 1Roger Sheffield
Investment Advisor RepresentativeCRD 1280263
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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