Revitate Fund Advisor LLC

RIASEC RegisteredEst. 2023
Total AUM
$399M
Discretionary
$399M
100% of AUM
Avg account
$30.7M
Accounts
13
Employees
15
Advisory reps
5

Firm details

Headquarters
Newport Beach, California
CRD number
326939
Registered since
November 15, 2023
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 92%, Other 8%92%
  • Private Funds92%
  • Other8%

Owners & executives

3 of 3
  • Lisa Merage

    Lisa Merage

    Chief Impact OfficerCRD 7819384

  • Ryan Loch

    Chief Financial OfficerCRD 4817681

  • Nicholas Dumenil

    Chief Compliance OfficerCRD 8004550

Contacts

2 of 2
  • Alexander Bhathal

    Alexander Bhathal

    Managing MemberCRD 7819382

  • Julia Nguyen

    General CounselCRD 8065895

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms