RIA Intelligence

REVERE FINANCIAL, LLC

Legal name: STRATEGIC PORTFOLIO MANAGERS

CRD #155286 SEC #801-127818 NORTHFIELD, IL (847) 441-2600
SEC Registered
Total AUM
$127.1M
Discretionary
$114.5M
Employees
2
Clients
1
Accounts
250

Firm Details

Organization Type
Limited Liability Company
State of Formation
Illinois
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 30, 2023
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HALPERN, PELEGIMANAGING MEMBER/ PRESIDENT/ CCONA Control
Jacobson, JamesIMANAGING MEMBERNA Control
Jacobson, JamesIMANAGING MEMBERNA Control
Jacobson, JamesIPRESIDENT/CCONA Control
Jacobson, JamesIMANAGING MEMBERNA Control
Jacobson, JamesIPRESIDENT/CCONA Control
ALPHA CAPITAL PARTNERS, LLCDEHOLDING COMPANYE Control
ALPHA CAPITAL PARTNERS, LLCDEHOLDING COMPANYE Control
ALPHA CAPITAL PARTNERS, LLCDEHOLDING COMPANYE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
HALPERN, PELEGIALPHA CAPITAL PARTNERS, LLCC Control
HALPERN, PELEGIALPHA CAPITAL PARTNERS, LLCC Control
HALPERN, PELEGIALPHA CAPITAL PARTNERS, LLCC Control
Jacobson, JamesIALPHA CAPITAL PARTNERS, LLCC Control
Jacobson, JamesIALPHA CAPITAL PARTNERS, LLCC Control
Jacobson, JamesIALPHA CAPITAL PARTNERS, LLCC Control
KERAI, ANDREW, PETERIALPHA CAPITAL PARTNERS, LLCC
KERAI, ANDREW, PETERIALPHA CAPITAL PARTNERS, LLCC
KERAI, ANDREW, PETERIALPHA CAPITAL PARTNERS, LLCC

Registrations

Federal

IA
Mar 30, 2023 REGISTERED

Notice Filings (2)

IL TX

Address

ONE NORTHFIELD PLAZA
SUITE 300
NORTHFIELD, IL 60093
United States
Phone: (847) 441-2600