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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-09-2024
- Office Locations
- 2
Office Locations
About Rimac
Rimac Capital is a boutique, founder-led wealth management and financial planning firm serving business owners, executives, families and foundations. The team provides financial, estate and divorce planning, risk assessment, trust advisory and investment management with proactive, relationship-driven guidance. Public filings indicate custody via Charles Schwab and a focus on active management, including emerging markets.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Alexander MacKnight
Chief Compliance Officer, Managing Member
- CRD
- #6183565
- Ownership
- 50% but less than 75%
Abel Reyes
Managing Member, Owner
- CRD
- #7855568
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,855,081 | -- |
| Non-Discretionary | $726,712 | -- |
| Total | $7,581,793 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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