Data / Investment advisers / California / Revitate Fund Advisor LLC
Revitate Fund Advisor LLC, Newport Beach, CA: $399 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Revitate Fund Advisor LLC is an SEC registered investment adviser with its main office in Newport Beach, California and reports $399 million in regulatory assets under management in its Form ADV filed April 1, 2026. Its clients include pooled investment vehicles and corporations and other businesses. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 7 private funds.
The request: Watch Revitate Fund Advisor LLC (CRD number 326939): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 326939
- SEC file number
- 801-129077
- SEC status
- Approved, effective November 15, 2023
- Main office
- 450 Newport Center Drive, Suite 650, Newport Beach, CA 92660
- Phone
- (949) 522-5604
- Website
- revitate.com
- Regulatory AUM
- $398,604,381 in the Form ADV filed April 1, 2026
- Discretionary AUM
- $398,604,381
- Accounts
- 13
- Employees
- 15, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 7: 5 real estate funds, 2 private equity funds
- Gross assets of private funds
- $224,305,990
- Umbrella registration
- 4 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 9 | $366.2 million |
| Corporations or other businesses | 4 | $32.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| May 1, 2026 | $398.6 million | April 1, 2026 |
| December 1, 2025 | $282.8 million | March 31, 2025 |
Other advisers in Newport Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Bell & Brown Wealth Advisors, LLC | Newport Beach | $486.8 million | Not listed | adviserinfo.sec.gov |
| Rba Wealth Management, LLC | Newport Beach | $452.1 million | Not listed | adviserinfo.sec.gov |
| Pavion Blue Capital, LLC | Newport Beach | $443.7 million | Not listed | adviserinfo.sec.gov |
| Engaged Capital | Newport Beach | $432.3 million | 6 | adviserinfo.sec.gov |
| Flatrock Wealth Partners LLC | Newport Beach | $417.6 million | Not listed | adviserinfo.sec.gov |
| Miramontes Capital, LLC | Newport Beach | $396.9 million | Not listed | adviserinfo.sec.gov |
| Clearlight Partners Management, LLC | Newport Beach | $390.3 million | 2 | adviserinfo.sec.gov |
| Yosemite Capital Management | Newport Beach | $369 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newport Beach, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- Revitate Fund Advisor LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.