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Building 2REVITATE FUND ADVISOR LLC

Map pinNEWPORT BEACH, CA
Phone949-522-5604
NotebookSEC #801-129077
Total AUM
$398.6M
Employees
15
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
450 NEWPORT CENTER DRIVE, SUITE 650
NEWPORT BEACH
CA 92660
United States
Operating Hours
9:00AM TO 6:00PM
Monday - Friday
Phone
949-522-5604

ReceiptFinancials

Total AUM
$398.6M
Accounts
13
Discretionary
$398.6M
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
9
AUM
$366.2M
Corporation or Business Clients
4
AUM
$32.4M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
ACQUISITION, DISPOSITION AND ASSET MANAGEMENT FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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