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 a small, privately held investment advisory firm that manages portfolios for individuals, families and small businesses. The firm operates as an LLC with an individual owner and charges clients on a percentage-of-assets-under-management basis. Its advisory services focus on portfolio management rather than institutional consulting or capital allocation. According to regulatory disclosures, Ravello is not positioned as an ESG investor, does not operate as a multi-state adviser, and does not report related-advisor or pension-consulting activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1DOUGLAS 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
- 4 Harvard Rd
- Time zone
- ET (UTC-5)
- Office locations
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