Rimac

Overview

Rimac operates as a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm’s advisory activity centers on financial planning and portfolio management for individuals and small-business owners. Fee arrangements are flexible—Rimac charges a combination of percentage-of-AUM fees, hourly fees and fixed fees—so it can accommodate both ongoing portfolio oversight and discrete planning engagements. Investment activity is tilted toward public pooled vehicles rather than concentrated individual stock positions. The firm maintains a measurable allocation to third‑party alternative managers, specifically venture capital, private placements and real estate funds, which it uses as complementary exposures alongside mutual fund-based core holdings. Rimac’s approach appears suited to clients seeking outsourced portfolio construction built around mutual funds with selective alternative allocations rather than direct-securities-only strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices