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 privately held limited liability company that operates as a private equity sponsor and adviser to pooled investment vehicles. The firm is SEC-registered since 2015 and serves an institutional client base, acting as sponsor, general partner and managing member of its funds. Its advisory mandate centers on portfolio management for pooled vehicles rather than acting as a broad capital allocator. Revelstoke reports itself as an active ESG investor and charges both percentage-of-AUM style fees and performance-based fees for its funds.

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

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Client base

Client personas

Owners & executives

1 of 1
  • Blake Bennett

    Blake Bennett

    Chief Financial Officer & Chief Compliance OfficerCRD 5780337

Contacts

2 of 2
  • Russell Cassella

    Russell Cassella

    Managing PartnerCRD 5352952

  • Simon Bachleda

    Simon Bachleda

    Founder & Managing PartnerCRD 6419925

Wealth teams

FINTRX

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