Revise Capital LLC

Overview

Revise Capital LLC is a small, owner-managed advisory firm that provides discretionary portfolio management to individuals and small businesses. The firm charges clients on a percentage-of-assets basis and runs compact, concentrated books rather than large institutional strategies. Its investment approach leans toward pooled public funds and mutual funds as the core building blocks of client portfolios, favoring liquidity and manager diversification over direct-stock concentration. Revise Capital does not position itself as an ESG-focused manager and operates primarily within a single-state footprint. The firm’s client mix centers on individual and family relationships, which supports a hands-on, customized advisory process. Portfolios appear constructed to blend ready-made mutual fund sleeves with selective access to less-liquid strategies when appropriate for client goals and risk tolerance.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices