Revelation Capital Management, LLC

RIASEC Registered
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$331M
Accounts
7
Employees
18
Advisory reps
4

Firm details

Headquarters
Sausalito, California
CRD number
171114
Registered since
July 8, 2016
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Revelation Capital Management, LLC is a limited liability company organized as a venture capital manager that serves institutional clients. The firm is registered with the SEC (registered in 2016) and provides portfolio management for pooled investment vehicles, acting in sponsor and GP capacities for its funds. Its stated fee model includes a percentage-of-AUM component and other fee elements. Revelation identifies as an active ESG investor and its operating posture is that of a manager/operator of pooled vehicles rather than a third‑party capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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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

FINTRX

Location

Primary office

Sausalito, CA

Marin

Location

Sausalito, CA

Headquartered in Sausalito, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Marin
Address
300 Turney St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth