Revise Capital LLC

Overview

Revise Capital LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and charges fees as a percentage of assets under management. It is not positioned as a capital allocator or pension consultant, does not act as a related adviser, and does not describe itself as an active ESG investor or a multi-state adviser. Business activity centers on discretionary portfolio management for a limited number of private clients. The firm's structure and client focus suggest a boutique practice providing customized investment oversight rather than large-scale institutional solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives