Raven Capital Management LLC

RIASEC Registered
Total AUM
$139M
Discretionary
$139M
100% of AUM
Avg account
$34.8M
Accounts
4
Employees
23
Advisory reps
5

Firm details

Headquarters
Palm Beach Gardens, Florida
CRD number
164755
Registered since
July 7, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Raven Capital Management LLC is a limited liability company that operates as a private equity fund manager focused on pooled vehicles for institutional clients. The firm is registered with the SEC (registered in 2014) and provides portfolio management for pooled investment vehicles as well as portfolio management for businesses or institutions. Raven serves as an adviser and sponsor/GP/managing member of its pooled vehicles, charges a combination of a percentage-of-AUM fee and performance-based fees, and does not position itself as a capital allocator to third-party managers. The firm is not listed as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

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

FINTRX

Client base

Client personas

Owners & executives

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Contacts

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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

Palm Beach Gardens, FL

Palm Beach

Location

Palm Beach Gardens, FL

Headquartered in Palm Beach Gardens, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
3835 Pga Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth