REVITATE FUND ADVISOR LLC

RIASEC RegisteredEst. 2023
Total AUM
$399M
Discretionary
$399M
100% of AUM
Avg account
$30.7M
Accounts
13
Employees
15
Advisory reps
5

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
326939
Registered since
November 15, 2023
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles91.87%
  • Corporations / Businesses8.13%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Revitate Fund Advisor LLC is a privately held manager that acts primarily as a sponsor and general partner for pooled investment vehicles, with a stated institutional client base. The firm is organized as an LLC and became SEC-registered in 2023. Its mandate centers on managing pooled real estate and private equity vehicles and providing portfolio management services to businesses and institutions rather than acting as a broad capital allocator. Compensation combines a percentage of assets under management with performance-based fees, reflecting a typical manager-of-managers and sponsor fee structure. The firm reports discrete engagement as the managing member and GP of its funds, indicating active asset-level management and sponsor responsibilities rather than a purely advisory role to third-party funds. Revitate does not identify as an active ESG investor and is not registered as a multi-state adviser. Its client footprint is compact and institutionally focused, consistent with concentrated, fund-level relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 92%, Other 8%92%
  • Private Funds92%
  • Other8%

Owners & executives

3 of 3
  • Lisa Merage

    Chief Impact OfficerCRD 7819384

  • RYAN LOCH

    Chief Financial OfficerCRD 4817681

  • Nicholas Dumenil

    Chief Compliance OfficerCRD 8004550

Contacts

2 of 2
  • Alexander Bhathal

    Managing MemberCRD 7819382

  • JULIA NGUYEN

    General CounselCRD 8065895

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NEWPORT BEACH, CA

ORANGE

Location

NEWPORT BEACH, CA

Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
450 Newport Center Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth