REVELSTOKE CAPITAL PARTNERS

RIASEC RegisteredEst. 2015
Total AUM
$6.7B
Discretionary
$6.7B
100% of AUM
Avg account
$248M
Accounts
27
Employees
52
Advisory reps
3

Firm details

Headquarters
DENVER, Colorado
CRD number
173859
Registered since
January 2, 2015
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Revelstoke Capital Partners is a limited liability company that operates as a private equity fund manager and sponsor of pooled investment vehicles. The firm targets institutional clients and functions primarily as the general partner and managing member for a series of private funds, with SEC registration dating to 2015. Investment activity is concentrated on private-market strategies, and the firm identifies itself as an active ESG investor, incorporating environmental, social and governance considerations into deal selection and portfolio management. Fee arrangements mix asset-based management fees with performance-based economics and other fee structures typical of private fund sponsors. Revelstoke’s operating model centers on managing pooled private equity vehicles rather than acting as a pure allocator. That said, the firm also employs third-party managers and external fund exposure for certain alternative strategies where specialist expertise is required. As sponsor and GP, Revelstoke is responsible for sourcing, structuring and overseeing its fund investments and for the ongoing governance of portfolio companies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • BLAKE BENNETT

    Chief Financial Officer & Chief Compliance OfficerCRD 5780337

Contacts

2 of 2
  • RUSSELL CASSELLA

    Managing PartnerCRD 5352952

  • SIMON BACHLEDA

    Founder & Managing PartnerCRD 6419925

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

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
260 Josephine St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth