Ravello Partners LLC
Firm details
- Headquarters
- Sag Harbor, New York
- CRD number
- 164718
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.89%
- Individuals2.11%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ravello Partners LLC is an independent, fee-based registered advisory firm organized as an LLC that provides portfolio management to individuals and small businesses. The firm charges a percentage-of-AUM advisory fee and reports an owner of individual type. Its client base is concentrated among individual and family clients. Ravello Partners is not identified as an active ESG investor, does not operate as a capital allocator, and does not list pension consulting or related-adviser services on its profile.
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 Equities65%
- US Government Bonds20%
- Cash & Cash Equivalents15%
Contacts
1 of 1
Douglas Miscoll
Managing PrincipalCRD 2631040
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sag Harbor, NY
Suffolk
Location
Sag Harbor, NY
Headquartered in Sag Harbor, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Suffolk
- Address
- 31 Stoney Hill Rd
- Time zone
- ET (UTC-5)
- Office locations
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