REVELAR CAPITAL LLC

RIASEC RegisteredEst. 2018
Total AUM
$4.2B
Discretionary
$4.2B
100% of AUM
Avg account
$260M
Accounts
16
Employees
23
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
291049
Registered since
March 19, 2018
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Revelar Capital LLC is organized as an LLC and operates as a private equity fund manager focused on institutional clients. The firm registered with the SEC in 2018 and is owned by an individual. Its stated business activities include serving as a commodity pool operator/commodity trading advisor (CPO/CTA) and providing portfolio management for pooled investment vehicles. Revelar identifies as a private equity fund rather than a capital allocator and is not positioned as an ESG-focused or multi-state adviser. Fee arrangements combine asset-based charges with performance-linked compensation and other fee structures. The firm’s industry roles extend beyond advisory duties: it also acts as sponsor, general partner, or managing member of pooled vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • MARK STEINHAUER

    Chief Financial OfficerCRD 5395585

Contacts

3 of 3
  • JOHN MORNINGSTAR

    Managing PartnerCRD 2776689

  • NAISHADH LALWANI

    Managing PartnerCRD 5949019

  • MATTHEW HARRISON

    Managing PartnerCRD 6881324

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, 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
NEW YORK
Address
605 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth