SourcingSourcing

REVELSTOKE CAPITAL MANAGEMENT LLC

C22
CRD 173859·SEC 801-80664·DENVER, CO
AUM
$6.70B
$1B+
Est. Revenue
$67.0M
@ 1% on AUM
Est. EBITDA
$20.1M
@ 30% margin
Est. Deal Value
$160.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
REVELSTOKE CAPITAL MANAGEMENT LLC
CRD
173859
SEC file #
801-80664
EIN
000000000
DBA names
Revelstoke Capital Partners

Economics

AUM
$6.70B
AUM band
$1B+
AUM trajectory
'20'26
$2.28B → $6.70B▲ +194%
Client mix
Pooled Investment Vehicles27

Operations

Employees (total)
52
Advisory staff (per ADV)
47
Advisory staff (5-yr trend)
'20'26
13 advisors → 47 advisors▲ +262%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
facebook.com/revelstokecapitalpartners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
REVELSTOKE, L.P.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
REVELSTOKE, L.P.
BACHLEDA, SIMON, ADAM
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:revelstoke.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
67
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001631442
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2015-01-29
Edgar Last Filing Date
2015-12-23
Edgar Form D Count
3
Edgar Form D Offerings
2015-12-232015-12-23 · 0001631442-15-000002
2015-09-152015-09-15 · 0001631442-15-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Folio Institutional1
Full
E*trade4
Folio Institutional1
Edgar Addresses
Mailing
3033 EAST 1ST AVENUE, SUITE 501DENVER, CO 80206
Business
3033 EAST 1ST AVENUE, SUITE 501DENVER, CO 80206
Edgar EIN
000000000
Edgar Recent Filings
D/A2015-12-23 · 0001631442-15-000002
D/A2015-09-15 · 0001631442-15-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
BACHLEDA, SIMON, ADAM
Executive Officer · 2.5%
6419925
BENNETT, BLAKE, OLIVER
Executive Officer · 2.5%
5780337
RUSSELL JAMES CASSELLA
Executive Officer · 2.5%
5352952