REVITATE FUND ADVISOR LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds92%
- Other8%
Owners & executives
3 of 3Lisa Merage
Chief Impact OfficerCRD 7819384
RYAN LOCH
Chief Financial OfficerCRD 4817681
Nicholas Dumenil
Chief Compliance OfficerCRD 8004550
Contacts
2 of 2Alexander Bhathal
Managing MemberCRD 7819382
JULIA NGUYEN
General CounselCRD 8065895
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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