RIA Intelligence

REVITATE FUND ADVISOR LLC

CRD #326939 SEC #801-129077 NEWPORT BEACH, CA 949-522-5604
SEC Registered Private Funds
Total AUM
$282.8M
Discretionary
$282.8M
Employees
16
Clients
--
Accounts
14

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BARRETT, MICHAEL, JOHNICHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICERNA Control
HOGAN, MICHAEL, FRANCISICHIEF COMPLIANCE OFFICERNA Control
HOGAN, MICHAEL, FRANCISICHIEF COMPLIANCE OFFICERNA
LOCH, RYAN, JOHNICHIEF FINANACIAL OFFICERNA Control
LOCH, RYAN, JOHNICHIEF FINANACIAL OFFICERNA Control
MERCHANT, KUNAL, NMNICHIEF OPERATING OFFICERNA Control
MERCHANT, KUNAL, NMNICHIEF OPERATING OFFICERNA Control
NGUYEN, JULIA, TRINHIGENERAL COUNSELNA Control
Bhathal, Alexander, StegmannIMANAGING MEMBERD Control
Bhathal, Alexander, StegmannIMANAGING MEMBERD Control
Bhathal, Alexander, StegmannIMANAGING MEMBERD Control
Merage, Lisa, BhathalIMANAGING MEMBERD Control
Merage, Lisa, BhathalIMANAGING MEMBERD Control
Merage, Lisa, BhathalIMANAGING MEMBERD Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (1)

CA

Address

450 NEWPORT CENTER DRIVE, SUITE 650
NEWPORT BEACH, CA 92660
United States
Phone: 949-522-5604