Revitate Fund Advisor LLC
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 326939
- Registered since
- November 15, 2023
- Website
- revitate.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles91.87%
- Corporations / Businesses8.13%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Revitate Fund Advisor LLC is an SEC-registered LLC (registration year 2023) that manages pooled investment vehicles with an institutional client focus. The firm is organized as a private-equity and real-estate fund manager and also describes itself as a multifaceted fund manager. It provides portfolio management for pooled vehicles and for businesses or institutions, and it acts in sponsor/GP and managing-member capacities for sponsored funds. Owner type is individual. Fee arrangements include percentage-of-AUM charges, performance-based fees and other fee components. Revitate does not identify as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
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
- Private Funds92%
- Other8%
Owners & executives
3 of 3
Lisa Merage
Chief Impact OfficerCRD 7819384
Ryan Loch
Chief Financial OfficerCRD 4817681
Nicholas Dumenil
Chief Compliance OfficerCRD 8004550
Contacts
2 of 2
Alexander Bhathal
Managing MemberCRD 7819382
Julia Nguyen
General CounselCRD 8065895
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newport Beach, CA
Orange
Location
Newport Beach, CA
Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 450 Newport Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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