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Revitate Fund Advisor LLC

● SEC registered since 2023CRD 326939SEC# 801-129077Newport Beach, CA
Export (members)
Ranks #4,344 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$282.8M
Fund GAV
$127.7M
Private funds
7
Employees
16
Accounts
14
Location
Newport Beach, CA

Revitate Fund Advisor LLC assets under management

Revitate Fund Advisor LLC is a registered investment adviser overseen by the SEC based in Newport Beach, CA. The firm has been registered since 2023. It reports $282.8 million in regulatory assets under management and employs 16 people. Revitate Fund Advisor LLC manages 7 private funds with combined gross assets of $127.7 million, including Revitate Impact Oz Fund 2022, LP. By regulatory assets, it ranks 4,344 of 5,911 private fund managers.

Revitate Fund Advisor LLC private funds

7 funds · $127.7M GAV
FundTypeGross assetsMin.
Revitate Impact Oz Fund 2022, LPReal Estate$36.2M$250K
Revoz Fund III, LPReal Estate$34.8M$250K
Revoz Fund II, LPReal Estate$23.4M$250K
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Revitate Fund Advisor LLC owners & executives

5 reported
NameTitleOwnershipSince
Alexander Stegmann Bhathal ControlManaging Member50-75%2022
Julia Trinh Nguyen ControlGeneral CounselUnder 5%2025
Lisa Bhathal Merage ControlManaging Member50-75%2022
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Frequently asked questions

How much does Revitate Fund Advisor LLC manage?

Revitate Fund Advisor LLC reports $282.8 million in regulatory assets under management on its Form ADV.

How many private funds does Revitate Fund Advisor LLC manage?

Revitate Fund Advisor LLC manages 7 private funds with combined gross assets of $127.7 million.

How many employees does Revitate Fund Advisor LLC have?

Revitate Fund Advisor LLC reports 16 employees.

Where is Revitate Fund Advisor LLC located?

Revitate Fund Advisor LLC is based in Newport Beach, CA and has been SEC-registered since 2023.

Does Revitate Fund Advisor LLC disclose fund performance?

Revitate Fund Advisor LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address450 Newport Center Drive, Suite 650, Newport Beach, CA 92660
Phone949-522-5604
Office hours9:00a.m. To 6:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$282.8M
Non-discretionary$0
Total (RAUM)$282.8M

Service providers

Auditor
Custodian