RINET COMPANY LLC

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Rinet Company is based out of Boston. Rinet Company is a large advisory firm with 165 clients and discretionary assets under management (AUM) of $1,822,627,490 (Form ADV from 2019-07-01). Their last reported 13F filing for Q3 2020 included $305,248,000 in managed 13F securities and a top 10 holdings concentration of 93.33%. Rinet Company's largest holding is iShares Russell 1000 ETF with shares held of 872,434. Rinet Company has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 22 13F filings

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09/30/2020

13F Activity

  • Market Value $305.248 Million
  • Prior Market Value $286.147 Million
  • New Purchases1 stock
  • Additional Purchases8 stocks
  • Sold out of0 stocks
  • Reduced holdings in17 stocks
  • Top 10 Holdings % 93.33 %
  • Turnover % [1]:3.57%
  • Turnover Alt % [2]: 3.25 %
  • Time Held Top20:15.40 quarters
  • Time Held Top10:13.80 quarters
  • Time Held All:14.46 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

09/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-11-16

Performance for Q3 2020: 8.67%
Performance Last 4 Quarters: 1.13%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

RINET COMPANY, LLC
Classified as Hedge Fund
101 FEDERAL STREET
BOSTON MA    02110
Country: United States

Business Phone: 617-488-2700
Fax: 617-423-3206
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 25
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 51,379
Total Number of Clients: 165
Amount of client funds and securities by related persons: 1,822,630,000
Total Number of clients from related persons: 163
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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RINET COMPANY, LLC

ownership team - last updated 2020-08-17
Name Title Start Date Direct/Indirect % Ownership
WALLACE, KATHLEEN, C. MANAGING DIRECTOR 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR direct 2004-10-01
RINET COMPANY, LLC MANAGER, MEMBER indirect 2014-12-01
RINET CO INC VICE PRESIDENT, CLERK direct 2001-10-01 2003-11-18
RINET COMPANY, LLC SENIOR VICE PRESIDENT, CLERK direct 2001-10-01 2006-03-31
RINET COMPANY, LLC SENIOR VICE PRESIDENT, CLERK direct 2004-10-01 2009-03-30
RINET COMPANY, LLC SENIOR VICE PRESIDENT, SECRETARY direct 2004-10-01 2010-03-19
RIVOTTO, BRIAN MANAGING DIRECTOR - PRESIDENT AND CEO 01/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR - PRESIDENT AND CEO direct 2006-01-01
RINET COMPANY, LLC PRESIDENT, CEO, MANAGER, MEMBER indirect 2009-08-01
RINET COMPANY, INC. SENIOR VICE PRESIDENT direct 2002-01-01 2002-01-17
RINET COMPANY, LLC PRESIDENT AND CHIEF OPERATING OFFICER direct 2002-01-01 2006-01-30
RINET COMPANY, LLC PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 2006-01-01 2009-03-30
RINET COMPANY, LLC PRESIDENT, CEO AND MANAGER direct 2006-01-01 2010-03-19
SAVAGE, GARY, P. MANAGING DIRECTOR - CHIEF COMPLIANCE OFFICER 01/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR - CHIEF COMPLIANCE OFFICER direct 2004-01-01
RINET COMPANY, LLC MANAGER, MEMBER indirect 2009-08-01
RINET CO INC VICE PRESIDENT direct 1999-05-01 2001-08-14
RINET COMPANY, LLC SENIOR VICE PRESIDENT direct 2004-01-01 2006-01-30
RINET COMPANY, LLC EXECUTIVE VICE PRESIDENT direct 2004-01-01 2009-03-30
RINET COMPANY, LLC EVP, MANAGER direct 2004-01-01 2010-03-19
RINET COMPANY, LLC MANAGING DIRECTOR direct 2004-01-01 2015-02-03
BECKWITH, DAVID, STANLEY MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER 06/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER direct 2005-06-01
HALDOR INVESTMENT ADVISORS LP MANAGER; MANAGING DIRECTOR direct 2001-05-01 2005-03-18
RINET COMPANY, LLC VICE PRESIDENT - CHIEF INVESTMENT OFFICER direct 2005-06-01 2010-03-19
RINET HOLDING COMPANY, LLC MEMBER 09/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MEMBER direct 2009-09-01
POULIOT, REBECCA, RENEE MANAGING DIRECTOR 09/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR direct 2009-09-01
GOLDMAN, BENJAMIN, GEORGE MANAGING DIRECTOR 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR direct 2018-01-01
MAHONEY, CHRISTOPHER, FRANCIS MANAGING DIRECTOR 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR direct 2018-01-01
RIVOTTO, BRIAN PRESIDENT, CEO, MANAGER, MEMBER RINET HOLDING COMPANY, LLC 08/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR - PRESIDENT AND CEO direct 2006-01-01
RINET COMPANY, LLC PRESIDENT, CEO, MANAGER, MEMBER indirect 2009-08-01
RINET COMPANY, INC. SENIOR VICE PRESIDENT direct 2002-01-01 2002-01-17
RINET COMPANY, LLC PRESIDENT AND CHIEF OPERATING OFFICER direct 2002-01-01 2006-01-30
RINET COMPANY, LLC PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 2006-01-01 2009-03-30
RINET COMPANY, LLC PRESIDENT, CEO AND MANAGER direct 2006-01-01 2010-03-19
SAVAGE, GARY, P. MANAGER, MEMBER RINET HOLDING COMPANY, LLC 08/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR - CHIEF COMPLIANCE OFFICER direct 2004-01-01
RINET COMPANY, LLC MANAGER, MEMBER indirect 2009-08-01
RINET CO INC VICE PRESIDENT direct 1999-05-01 2001-08-14
RINET COMPANY, LLC SENIOR VICE PRESIDENT direct 2004-01-01 2006-01-30
RINET COMPANY, LLC EXECUTIVE VICE PRESIDENT direct 2004-01-01 2009-03-30
RINET COMPANY, LLC EVP, MANAGER direct 2004-01-01 2010-03-19
RINET COMPANY, LLC MANAGING DIRECTOR direct 2004-01-01 2015-02-03
WALLACE, KATHLEEN, C. MANAGER, MEMBER RINET HOLDING COMPANY, LLC 12/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR direct 2004-10-01
RINET COMPANY, LLC MANAGER, MEMBER indirect 2014-12-01
RINET CO INC VICE PRESIDENT, CLERK direct 2001-10-01 2003-11-18
RINET COMPANY, LLC SENIOR VICE PRESIDENT, CLERK direct 2001-10-01 2006-03-31
RINET COMPANY, LLC SENIOR VICE PRESIDENT, CLERK direct 2004-10-01 2009-03-30
RINET COMPANY, LLC SENIOR VICE PRESIDENT, SECRETARY direct 2004-10-01 2010-03-19

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
RC-MCII 2007, LLC United States 805-1521813534 Private Equity Fund 2,172,791 150,000 Fund of Funds
RC-MC III 2008, LLC United States 805-4221214425 Private Equity Fund 2,443,472 250,000 Fund of Funds
2000 ASSOCIATES, LLC United States 805-1553074555 Real Estate Fund 779,691 50,000 Fund of Funds
RC/MORGAN CREEK I, ASSOCIATES LLC United States 805-7337713684 Private Equity Fund 1,315,211 150,000 Fund of Funds

RINET COMPANY, LLC

ownership team - last updated 2020-06-29
Name Title Start Date Direct/Indirect % Ownership
WALLACE, KATHLEEN, C. MANAGING DIRECTOR 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR direct 2004-10-01
RINET COMPANY, LLC MANAGER, MEMBER indirect 2014-12-01
RINET CO INC VICE PRESIDENT, CLERK direct 2001-10-01 2003-11-18
RINET COMPANY, LLC SENIOR VICE PRESIDENT, CLERK direct 2001-10-01 2006-03-31
RINET COMPANY, LLC SENIOR VICE PRESIDENT, CLERK direct 2004-10-01 2009-03-30
RINET COMPANY, LLC SENIOR VICE PRESIDENT, SECRETARY direct 2004-10-01 2010-03-19
RIVOTTO, BRIAN MANAGING DIRECTOR - PRESIDENT AND CEO 01/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR - PRESIDENT AND CEO direct 2006-01-01
RINET COMPANY, LLC PRESIDENT, CEO, MANAGER, MEMBER indirect 2009-08-01
RINET COMPANY, INC. SENIOR VICE PRESIDENT direct 2002-01-01 2002-01-17
RINET COMPANY, LLC PRESIDENT AND CHIEF OPERATING OFFICER direct 2002-01-01 2006-01-30
RINET COMPANY, LLC PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 2006-01-01 2009-03-30
RINET COMPANY, LLC PRESIDENT, CEO AND MANAGER direct 2006-01-01 2010-03-19
SAVAGE, GARY, P. MANAGING DIRECTOR - CHIEF COMPLIANCE OFFICER 01/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR - CHIEF COMPLIANCE OFFICER direct 2004-01-01
RINET COMPANY, LLC MANAGER, MEMBER indirect 2009-08-01
RINET CO INC VICE PRESIDENT direct 1999-05-01 2001-08-14
RINET COMPANY, LLC SENIOR VICE PRESIDENT direct 2004-01-01 2006-01-30
RINET COMPANY, LLC EXECUTIVE VICE PRESIDENT direct 2004-01-01 2009-03-30
RINET COMPANY, LLC EVP, MANAGER direct 2004-01-01 2010-03-19
RINET COMPANY, LLC MANAGING DIRECTOR direct 2004-01-01 2015-02-03
BECKWITH, DAVID, STANLEY MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER 06/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER direct 2005-06-01
HALDOR INVESTMENT ADVISORS LP MANAGER; MANAGING DIRECTOR direct 2001-05-01 2005-03-18
RINET COMPANY, LLC VICE PRESIDENT - CHIEF INVESTMENT OFFICER direct 2005-06-01 2010-03-19
RINET HOLDING COMPANY, LLC MEMBER 09/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MEMBER direct 2009-09-01
POULIOT, REBECCA, RENEE MANAGING DIRECTOR 09/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR direct 2009-09-01
GOLDMAN, BENJAMIN, GEORGE MANAGING DIRECTOR 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR direct 2018-01-01
MAHONEY, CHRISTOPHER, FRANCIS MANAGING DIRECTOR 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR direct 2018-01-01
RIVOTTO, BRIAN PRESIDENT, CEO, MANAGER, MEMBER RINET HOLDING COMPANY, LLC 08/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR - PRESIDENT AND CEO direct 2006-01-01
RINET COMPANY, LLC PRESIDENT, CEO, MANAGER, MEMBER indirect 2009-08-01
RINET COMPANY, INC. SENIOR VICE PRESIDENT direct 2002-01-01 2002-01-17
RINET COMPANY, LLC PRESIDENT AND CHIEF OPERATING OFFICER direct 2002-01-01 2006-01-30
RINET COMPANY, LLC PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 2006-01-01 2009-03-30
RINET COMPANY, LLC PRESIDENT, CEO AND MANAGER direct 2006-01-01 2010-03-19
SAVAGE, GARY, P. MANAGER, MEMBER RINET HOLDING COMPANY, LLC 08/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR - CHIEF COMPLIANCE OFFICER direct 2004-01-01
RINET COMPANY, LLC MANAGER, MEMBER indirect 2009-08-01
RINET CO INC VICE PRESIDENT direct 1999-05-01 2001-08-14
RINET COMPANY, LLC SENIOR VICE PRESIDENT direct 2004-01-01 2006-01-30
RINET COMPANY, LLC EXECUTIVE VICE PRESIDENT direct 2004-01-01 2009-03-30
RINET COMPANY, LLC EVP, MANAGER direct 2004-01-01 2010-03-19
RINET COMPANY, LLC MANAGING DIRECTOR direct 2004-01-01 2015-02-03
WALLACE, KATHLEEN, C. MANAGER, MEMBER RINET HOLDING COMPANY, LLC 12/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR direct 2004-10-01
RINET COMPANY, LLC MANAGER, MEMBER indirect 2014-12-01
RINET CO INC VICE PRESIDENT, CLERK direct 2001-10-01 2003-11-18
RINET COMPANY, LLC SENIOR VICE PRESIDENT, CLERK direct 2001-10-01 2006-03-31
RINET COMPANY, LLC SENIOR VICE PRESIDENT, CLERK direct 2004-10-01 2009-03-30
RINET COMPANY, LLC SENIOR VICE PRESIDENT, SECRETARY direct 2004-10-01 2010-03-19

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
RC-MCII 2007, LLC United States 805-1521813534 Private Equity Fund 2,874,030 150,000 Fund of Funds
RC-MC III 2008, LLC United States 805-4221214425 Private Equity Fund 2,790,421 250,000 Fund of Funds
2000 ASSOCIATES, LLC United States 805-1553074555 Real Estate Fund 835,136 50,000 Fund of Funds
RC/MORGAN CREEK I, ASSOCIATES LLC United States 805-7337713684 Private Equity Fund 1,916,129 150,000 Fund of Funds

RINET COMPANY, LLC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
RC-MCII 2007, LLC United States 805-1521813534 Private Equity Fund 2,874,030 150,000 Fund of Funds
RC-MC III 2008, LLC United States 805-4221214425 Private Equity Fund 2,790,421 250,000 Fund of Funds
2000 ASSOCIATES, LLC United States 805-1553074555 Real Estate Fund 835,136 50,000 Fund of Funds
RC/MORGAN CREEK I, ASSOCIATES LLC United States 805-7337713684 Private Equity Fund 1,916,129 150,000 Fund of Funds

RINET COMPANY, LLC

ownership team - last updated 2019-07-01
Name Title Start Date Direct/Indirect % Ownership
BECKWITH, DAVID, STANLEY MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER 06/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER direct 2005-06-01
HALDOR INVESTMENT ADVISORS LP MANAGER; MANAGING DIRECTOR direct 2001-05-01 2005-03-18
RINET COMPANY, LLC VICE PRESIDENT - CHIEF INVESTMENT OFFICER direct 2005-06-01 2010-03-19
WALLACE, KATHLEEN, C. MANAGING DIRECTOR 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR direct 2004-10-01
RINET COMPANY, LLC MANAGER, MEMBER indirect 2014-12-01
RINET CO INC VICE PRESIDENT, CLERK direct 2001-10-01 2003-11-18
RINET COMPANY, LLC SENIOR VICE PRESIDENT, CLERK direct 2001-10-01 2006-03-31
RINET COMPANY, LLC SENIOR VICE PRESIDENT, CLERK direct 2004-10-01 2009-03-30
RINET COMPANY, LLC SENIOR VICE PRESIDENT, SECRETARY direct 2004-10-01 2010-03-19
RIVOTTO, BRIAN MANAGING DIRECTOR - PRESIDENT AND CEO 01/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR - PRESIDENT AND CEO direct 2006-01-01
RINET COMPANY, LLC PRESIDENT, CEO, MANAGER, MEMBER indirect 2009-08-01
RINET COMPANY, INC. SENIOR VICE PRESIDENT direct 2002-01-01 2002-01-17
RINET COMPANY, LLC PRESIDENT AND CHIEF OPERATING OFFICER direct 2002-01-01 2006-01-30
RINET COMPANY, LLC PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 2006-01-01 2009-03-30
RINET COMPANY, LLC PRESIDENT, CEO AND MANAGER direct 2006-01-01 2010-03-19
SAVAGE, GARY, P. MANAGING DIRECTOR - CHIEF COMPLIANCE OFFICER 01/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR - CHIEF COMPLIANCE OFFICER direct 2004-01-01
RINET COMPANY, LLC MANAGER, MEMBER indirect 2009-08-01
RINET CO INC VICE PRESIDENT direct 1999-05-01 2001-08-14
RINET COMPANY, LLC SENIOR VICE PRESIDENT direct 2004-01-01 2006-01-30
RINET COMPANY, LLC EXECUTIVE VICE PRESIDENT direct 2004-01-01 2009-03-30
RINET COMPANY, LLC EVP, MANAGER direct 2004-01-01 2010-03-19
RINET COMPANY, LLC MANAGING DIRECTOR direct 2004-01-01 2015-02-03
RINET HOLDING COMPANY, LLC MEMBER 09/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MEMBER direct 2009-09-01
POULIOT, REBECCA, RENEE MANAGING DIRECTOR 09/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR direct 2009-09-01
GOLDMAN, BENJAMIN, GEORGE MANAGING DIRECTOR 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR direct 2018-01-01
MAHONEY, CHRISTOPHER, FRANCIS MANAGING DIRECTOR 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR direct 2018-01-01
RIVOTTO, BRIAN PRESIDENT, CEO, MANAGER, MEMBER RINET HOLDING COMPANY, LLC 08/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR - PRESIDENT AND CEO direct 2006-01-01
RINET COMPANY, LLC PRESIDENT, CEO, MANAGER, MEMBER indirect 2009-08-01
RINET COMPANY, INC. SENIOR VICE PRESIDENT direct 2002-01-01 2002-01-17
RINET COMPANY, LLC PRESIDENT AND CHIEF OPERATING OFFICER direct 2002-01-01 2006-01-30
RINET COMPANY, LLC PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 2006-01-01 2009-03-30
RINET COMPANY, LLC PRESIDENT, CEO AND MANAGER direct 2006-01-01 2010-03-19
SAVAGE, GARY, P. MANAGER, MEMBER RINET HOLDING COMPANY, LLC 08/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR - CHIEF COMPLIANCE OFFICER direct 2004-01-01
RINET COMPANY, LLC MANAGER, MEMBER indirect 2009-08-01
RINET CO INC VICE PRESIDENT direct 1999-05-01 2001-08-14
RINET COMPANY, LLC SENIOR VICE PRESIDENT direct 2004-01-01 2006-01-30
RINET COMPANY, LLC EXECUTIVE VICE PRESIDENT direct 2004-01-01 2009-03-30
RINET COMPANY, LLC EVP, MANAGER direct 2004-01-01 2010-03-19
RINET COMPANY, LLC MANAGING DIRECTOR direct 2004-01-01 2015-02-03
WALLACE, KATHLEEN, C. MANAGER, MEMBER RINET HOLDING COMPANY, LLC 12/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR direct 2004-10-01
RINET COMPANY, LLC MANAGER, MEMBER indirect 2014-12-01
RINET CO INC VICE PRESIDENT, CLERK direct 2001-10-01 2003-11-18
RINET COMPANY, LLC SENIOR VICE PRESIDENT, CLERK direct 2001-10-01 2006-03-31
RINET COMPANY, LLC SENIOR VICE PRESIDENT, CLERK direct 2004-10-01 2009-03-30
RINET COMPANY, LLC SENIOR VICE PRESIDENT, SECRETARY direct 2004-10-01 2010-03-19

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
RC/CRR INVESTORS, LLC United States 805-9813092856 Real Estate Fund 5,054 200,000 Fund of Funds
RC-MCII 2007, LLC United States 805-1521813534 Private Equity Fund 2,874,030 150,000 Fund of Funds
RC-MC III 2008, LLC United States 805-4221214425 Private Equity Fund 2,790,421 250,000 Fund of Funds
2000 ASSOCIATES, LLC United States 805-1553074555 Real Estate Fund 835,136 50,000 Fund of Funds
NINETY-SEVEN ASSOCIATES United States 805-8262396374 Real Estate Fund 2,199 100,000 Fund of Funds
RC/MORGAN CREEK I, ASSOCIATES LLC United States 805-7337713684 Private Equity Fund 1,916,129 150,000 Fund of Funds

RINET COMPANY, LLC

ownership team - last updated 2019-03-30
Name Title Start Date Direct/Indirect % Ownership
WALLACE, KATHLEEN, C. MANAGING DIRECTOR 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR direct 2004-10-01
RINET COMPANY, LLC MANAGER, MEMBER indirect 2014-12-01
RINET CO INC VICE PRESIDENT, CLERK direct 2001-10-01 2003-11-18
RINET COMPANY, LLC SENIOR VICE PRESIDENT, CLERK direct 2001-10-01 2006-03-31
RINET COMPANY, LLC SENIOR VICE PRESIDENT, CLERK direct 2004-10-01 2009-03-30
RINET COMPANY, LLC SENIOR VICE PRESIDENT, SECRETARY direct 2004-10-01 2010-03-19
RIVOTTO, BRIAN MANAGING DIRECTOR - PRESIDENT AND CEO 01/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR - PRESIDENT AND CEO direct 2006-01-01
RINET COMPANY, LLC PRESIDENT, CEO, MANAGER, MEMBER indirect 2009-08-01
RINET COMPANY, INC. SENIOR VICE PRESIDENT direct 2002-01-01 2002-01-17
RINET COMPANY, LLC PRESIDENT AND CHIEF OPERATING OFFICER direct 2002-01-01 2006-01-30
RINET COMPANY, LLC PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 2006-01-01 2009-03-30
RINET COMPANY, LLC PRESIDENT, CEO AND MANAGER direct 2006-01-01 2010-03-19
SAVAGE, GARY, P. MANAGING DIRECTOR - CHIEF COMPLIANCE OFFICER 01/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR - CHIEF COMPLIANCE OFFICER direct 2004-01-01
RINET COMPANY, LLC MANAGER, MEMBER indirect 2009-08-01
RINET CO INC VICE PRESIDENT direct 1999-05-01 2001-08-14
RINET COMPANY, LLC SENIOR VICE PRESIDENT direct 2004-01-01 2006-01-30
RINET COMPANY, LLC EXECUTIVE VICE PRESIDENT direct 2004-01-01 2009-03-30
RINET COMPANY, LLC EVP, MANAGER direct 2004-01-01 2010-03-19
RINET COMPANY, LLC MANAGING DIRECTOR direct 2004-01-01 2015-02-03
BECKWITH, DAVID, STANLEY MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER 06/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER direct 2005-06-01
HALDOR INVESTMENT ADVISORS LP MANAGER; MANAGING DIRECTOR direct 2001-05-01 2005-03-18
RINET COMPANY, LLC VICE PRESIDENT - CHIEF INVESTMENT OFFICER direct 2005-06-01 2010-03-19
RINET HOLDING COMPANY, LLC MEMBER 09/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MEMBER direct 2009-09-01
POULIOT, REBECCA, RENEE MANAGING DIRECTOR 09/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR direct 2009-09-01
GOLDMAN, BENJAMIN, GEORGE MANAGING DIRECTOR 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR direct 2018-01-01
MAHONEY, CHRISTOPHER, FRANCIS MANAGING DIRECTOR 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR direct 2018-01-01
RIVOTTO, BRIAN PRESIDENT, CEO, MANAGER, MEMBER RINET HOLDING COMPANY, LLC 08/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR - PRESIDENT AND CEO direct 2006-01-01
RINET COMPANY, LLC PRESIDENT, CEO, MANAGER, MEMBER indirect 2009-08-01
RINET COMPANY, INC. SENIOR VICE PRESIDENT direct 2002-01-01 2002-01-17
RINET COMPANY, LLC PRESIDENT AND CHIEF OPERATING OFFICER direct 2002-01-01 2006-01-30
RINET COMPANY, LLC PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 2006-01-01 2009-03-30
RINET COMPANY, LLC PRESIDENT, CEO AND MANAGER direct 2006-01-01 2010-03-19
SAVAGE, GARY, P. MANAGER, MEMBER RINET HOLDING COMPANY, LLC 08/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR - CHIEF COMPLIANCE OFFICER direct 2004-01-01
RINET COMPANY, LLC MANAGER, MEMBER indirect 2009-08-01
RINET CO INC VICE PRESIDENT direct 1999-05-01 2001-08-14
RINET COMPANY, LLC SENIOR VICE PRESIDENT direct 2004-01-01 2006-01-30
RINET COMPANY, LLC EXECUTIVE VICE PRESIDENT direct 2004-01-01 2009-03-30
RINET COMPANY, LLC EVP, MANAGER direct 2004-01-01 2010-03-19
RINET COMPANY, LLC MANAGING DIRECTOR direct 2004-01-01 2015-02-03
WALLACE, KATHLEEN, C. MANAGER, MEMBER RINET HOLDING COMPANY, LLC 12/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR direct 2004-10-01
RINET COMPANY, LLC MANAGER, MEMBER indirect 2014-12-01
RINET CO INC VICE PRESIDENT, CLERK direct 2001-10-01 2003-11-18
RINET COMPANY, LLC SENIOR VICE PRESIDENT, CLERK direct 2001-10-01 2006-03-31
RINET COMPANY, LLC SENIOR VICE PRESIDENT, CLERK direct 2004-10-01 2009-03-30
RINET COMPANY, LLC SENIOR VICE PRESIDENT, SECRETARY direct 2004-10-01 2010-03-19

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
RC/MORGAN CREEK I, ASSOCIATES LLC United States 805-7337713684 Private Equity Fund 3,302,006 150,000 Fund of Funds
RC/CRR INVESTORS, LLC United States 805-9813092856 Real Estate Fund 1,569,687 200,000 Fund of Funds
RC-MCII 2007, LLC United States 805-1521813534 Private Equity Fund 3,486,963 150,000 Fund of Funds
RC-MC III 2008, LLC United States 805-4221214425 Private Equity Fund 3,430,275 250,000 Fund of Funds
2000 ASSOCIATES, LLC United States 805-1553074555 Real Estate Fund 916,086 50,000 Fund of Funds
NINETY-SEVEN ASSOCIATES United States 805-8262396374 Real Estate Fund 35,834 100,000 Fund of Funds

RINET COMPANY, LLC

ownership team - last updated 2017-06-30
Name Title Start Date Direct/Indirect % Ownership
WALLACE, KATHLEEN, C. MANAGING DIRECTOR 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR direct 2004-10-01
RINET COMPANY, LLC MANAGER, MEMBER indirect 2014-12-01
RINET CO INC VICE PRESIDENT, CLERK direct 2001-10-01 2003-11-18
RINET COMPANY, LLC SENIOR VICE PRESIDENT, CLERK direct 2001-10-01 2006-03-31
RINET COMPANY, LLC SENIOR VICE PRESIDENT, CLERK direct 2004-10-01 2009-03-30
RINET COMPANY, LLC SENIOR VICE PRESIDENT, SECRETARY direct 2004-10-01 2010-03-19
RIVOTTO, BRIAN MANAGING DIRECTOR - PRESIDENT AND CEO 01/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR - PRESIDENT AND CEO direct 2006-01-01
RINET COMPANY, LLC PRESIDENT, CEO, MANAGER, MEMBER indirect 2009-08-01
RINET COMPANY, INC. SENIOR VICE PRESIDENT direct 2002-01-01 2002-01-17
RINET COMPANY, LLC PRESIDENT AND CHIEF OPERATING OFFICER direct 2002-01-01 2006-01-30
RINET COMPANY, LLC PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 2006-01-01 2009-03-30
RINET COMPANY, LLC PRESIDENT, CEO AND MANAGER direct 2006-01-01 2010-03-19
SAVAGE, GARY, P. MANAGING DIRECTOR - CHIEF COMPLIANCE OFFICER 01/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR - CHIEF COMPLIANCE OFFICER direct 2004-01-01
RINET COMPANY, LLC MANAGER, MEMBER indirect 2009-08-01
RINET CO INC VICE PRESIDENT direct 1999-05-01 2001-08-14
RINET COMPANY, LLC SENIOR VICE PRESIDENT direct 2004-01-01 2006-01-30
RINET COMPANY, LLC EXECUTIVE VICE PRESIDENT direct 2004-01-01 2009-03-30
RINET COMPANY, LLC EVP, MANAGER direct 2004-01-01 2010-03-19
RINET COMPANY, LLC MANAGING DIRECTOR direct 2004-01-01 2015-02-03
BECKWITH, DAVID, STANLEY MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER 06/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR - CHIEF INVESTMENT OFFICER direct 2005-06-01
HALDOR INVESTMENT ADVISORS LP MANAGER; MANAGING DIRECTOR direct 2001-05-01 2005-03-18
RINET COMPANY, LLC VICE PRESIDENT - CHIEF INVESTMENT OFFICER direct 2005-06-01 2010-03-19
RINET HOLDING COMPANY, LLC MEMBER 09/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MEMBER direct 2009-09-01
POULIOT, REBECCA, RENEE MANAGING DIRECTOR 09/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR direct 2009-09-01
RIVOTTO, BRIAN PRESIDENT, CEO, MANAGER, MEMBER RINET HOLDING COMPANY, LLC 08/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR - PRESIDENT AND CEO direct 2006-01-01
RINET COMPANY, LLC PRESIDENT, CEO, MANAGER, MEMBER indirect 2009-08-01
RINET COMPANY, INC. SENIOR VICE PRESIDENT direct 2002-01-01 2002-01-17
RINET COMPANY, LLC PRESIDENT AND CHIEF OPERATING OFFICER direct 2002-01-01 2006-01-30
RINET COMPANY, LLC PRESIDENT AND CHIEF EXECUTIVE OFFICER direct 2006-01-01 2009-03-30
RINET COMPANY, LLC PRESIDENT, CEO AND MANAGER direct 2006-01-01 2010-03-19
SAVAGE, GARY, P. MANAGER, MEMBER RINET HOLDING COMPANY, LLC 08/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR - CHIEF COMPLIANCE OFFICER direct 2004-01-01
RINET COMPANY, LLC MANAGER, MEMBER indirect 2009-08-01
RINET CO INC VICE PRESIDENT direct 1999-05-01 2001-08-14
RINET COMPANY, LLC SENIOR VICE PRESIDENT direct 2004-01-01 2006-01-30
RINET COMPANY, LLC EXECUTIVE VICE PRESIDENT direct 2004-01-01 2009-03-30
RINET COMPANY, LLC EVP, MANAGER direct 2004-01-01 2010-03-19
RINET COMPANY, LLC MANAGING DIRECTOR direct 2004-01-01 2015-02-03
WALLACE, KATHLEEN, C. MANAGER, MEMBER RINET HOLDING COMPANY, LLC 12/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
RINET COMPANY, LLC MANAGING DIRECTOR direct 2004-10-01
RINET COMPANY, LLC MANAGER, MEMBER indirect 2014-12-01
RINET CO INC VICE PRESIDENT, CLERK direct 2001-10-01 2003-11-18
RINET COMPANY, LLC SENIOR VICE PRESIDENT, CLERK direct 2001-10-01 2006-03-31
RINET COMPANY, LLC SENIOR VICE PRESIDENT, CLERK direct 2004-10-01 2009-03-30
RINET COMPANY, LLC SENIOR VICE PRESIDENT, SECRETARY direct 2004-10-01 2010-03-19

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
RC/MORGAN CREEK I, ASSOCIATES LLC United States 805-7337713684 Private Equity Fund 3,725,722 150,000 Fund of Funds
RC/CRR INVESTORS, LLC United States 805-9813092856 Real Estate Fund 2,973,887 200,000 Fund of Funds
RC-MCII 2007, LLC United States 805-1521813534 Private Equity Fund 3,552,899 150,000 Fund of Funds
RC-MC III 2008, LLC United States 805-4221214425 Private Equity Fund 4,664,334 250,000 Fund of Funds
2000 ASSOCIATES, LLC United States 805-1553074555 Real Estate Fund 1,799,193 50,000 Fund of Funds
NINETY-SEVEN ASSOCIATES United States 805-8262396374 Real Estate Fund 36,748 100,000 Fund of Funds

WhaleScore history for RINET COMPANY LLC

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