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 a limited partnership registered with the SEC in 2014 that manages pooled investment vehicles for institutional clients. The firm is organized as a multifaceted fund manager with explicit focus areas in private equity and real estate. Its business model centers on fund management rather than acting as a capital allocator: it serves as GP/managing member and sponsor for pooled vehicles and has broker-dealer sponsorship activity tied to those roles. Fee arrangements combine asset-based management fees with performance-based fees. The firm identifies as an active ESG investor and provides portfolio management for pooled investment vehicles.

Assets & Accounts

Public Holdings

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
  • THOMAS MARCOTULLIO

    General Counsel & Chief Compliance OfficerCRD 7823521

Contacts

2 of 2
  • PETER ABERG

    Co-Founder & PartnerCRD 1199594

  • 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