Reverence Capital Partners

RIASEC RegisteredEst. 2014
Total AUM
$18.1B
Discretionary
$18.1B
100% of AUM
Avg account
$341M
Accounts
53
Employees
47
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
171471
Registered since
June 30, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Reverence Capital Partners is organized as a limited partnership that operates as a multifaceted fund manager with an institutional client base. The firm is SEC-registered (since 2014) and combines private equity and real estate fund strategies while also acting in sponsor and general partner roles for pooled investment vehicles. Its advisory work centers on portfolio management for pooled funds, and it charges a mix of asset‑based fees and performance‑linked fees. The firm identifies as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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
  • Thomas Marcotullio

    Thomas Marcotullio

    General Counsel & Chief Compliance OfficerCRD 7823521

Contacts

2 of 2
  • Peter Aberg

    Peter Aberg

    Co-Founder & PartnerCRD 1199594

  • Milton Berlinski

    Milton Berlinski

    Co-Founder & Managing PartnerCRD 1710939

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
590 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth