Rethink Capital Partners provides portfolio management for pooled vehicles. The firm advises 27 private funds.
Rethink Capital Partners reports 27 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 47.6% ($1.06B across 20 accounts) are managed with discretion; $1.17B across 7 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 27 | $2.23B | 100.0% | $82.7M |
| Total | 27 | $2.23B | 100% | $82.7M |
- Clients
- 27
- Regulatory AUM
- $2.23B
- AUM share
- 100.0%
- Avg. per client
- $82.7M
Total
- Clients
- 27
- Regulatory AUM
- $2.23B
- AUM share
- 100%
- Avg. per client
- $82.7M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 27
- Financial planning clients last fiscal year
- 0
Rethink Capital Partners is paid through a percentage of assets under management, performance-based fees and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Douglas Ray owns 50% to 75% of Rethink Capital Partners. Douglas Ray is CEO; the leadership team includes Chief Investment Officer Jonathan Winer, Chief Operating Officer Michael Walden and Chief Financial Officer Chowdhury Shakawat. It has 34 employees, 22 of them in advisory roles.
Leadership
- Douglas RayChief Executive Officer / Rethink Capital Partners LLC
- Chowdhury ShakawatChief Financial Officer / Rethink Capital Partners LLC
- Michael WaldenChief Operating Officer/ Chief Compliance Officer Rethink Capital Partners LLC
- Jonathan WinerSenior Managing Director & Chief Investment Officer / Rethink Capital Partners LLC
Staff
- 34 employees
- 22 in advisory functions
- 1 soliciting firm
- Owns 50% to 75% of Rethink Capital Partners, LLC
Douglas Ray
Control person · since October 2013
- Owns 10% to 25% of Rethink Capital Partners, LLC
Michael Walden
Control person · since October 2013
- Owns 10% to 25% of Rethink Capital Partners, LLC
Jonathan Winer
Control person · since October 2013
Rethink Capital Partners’ regulatory assets went from $2.16B (March 2021) to $2.23B (July 2026); clients fell from 32 to 27 and employees from 39 to 34.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $2.23B | 27 | 34 | 2 |
| March 2025 | $2.23B | 26 | 34 | 2 |
| March 2024 | $2.59B | 23 | 36 | 2 |
| March 2023 | $2.94B | 25 | 36 | 2 |
| May 2022 | $2.64B | 35 | 41 | 2 |
| March 2021 | $2.16B | 32 | 39 | 4 |
Besides its headquarters, Rethink Capital Partners has 1 office, with 2 listed addresses in New York.
New York · 2 listed addresses
- 707 Westchester Avenue, Suite 401, White PlainsHQ
- 915 Broadway, New York
Other business names
Rethink Capital Partners has reported 6 other business names to the SEC.
- Rethink Capital Partners, LLC
- Rethink Community Management, LLC
- Rethink Education Management, LLC
- Rethink Food Management, LLC
- Rethink Healthcare Real Estate, LLC
- Rethink Impact Management, LLC
Contact and registration details
- Legal name
- Rethink Capital Partners, LLC
- Headquarters
- 707 Westchester Avenue, Suite 401, White Plains, NY 10604
- Website
- rethink-capital.com
- Phone
- 914-683-8474
- SEC file
- 801-80753
- Structure
- Delaware LLC
- Fiscal year end
- December
Rethink Capital Partners has custody of client assets.
How many clients does Rethink Capital Partners have?
Rethink Capital Partners has 27 clients and manages $2.23 billion for them, as of July 2026. They include 27 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 July 2026
What services does Rethink Capital Partners offer?
Rethink Capital Partners provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Rethink Capital Partners have?
Rethink Capital Partners has 0 investment adviser representatives registered with state securities authorities, out of 34 employees, and 22 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Rethink Capital Partners?
Rethink Capital Partners’ direct owners are Douglas Ray (50% to 75%), Michael Walden (10% to 25%) and Jonathan Winer (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 6 July 2026
How does Rethink Capital Partners get paid?
Rethink Capital Partners is paid through a percentage of assets under management, performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Rethink Capital Partners?
Rethink Capital Partners’ main office is at 707 Westchester Avenue, Suite 401, White Plains, NY 10604. Its phone number is 914-683-8474. Its website is rethink-capital.com.