SourcingSourcing

REVITATE FUND ADVISOR LLC

C46
CRD 326939·SEC 801-129077·NEWPORT BEACH, CA
AUM
$398.6M
$100M-$500M
Est. Revenue
$4.0M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
REVITATE FUND ADVISOR LLC
CRD
326939
SEC file #
801-129077
EIN
000000000
DBA names
—

Economics

AUM
$398.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$282.8M → $398.6M▲ +41%
Client mix
Pooled Investment Vehicles9
Corporations4

Operations

Employees (total)
15
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
7 advisors → 6 advisors▼ -14%
Primary office
NEWPORT BEACH CA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
revitate.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Bhathal, Alexander, Stegmann
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
Bhathal, Alexander, Stegmann
Merage, Lisa, Bhathal
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
REVITATE.COM
Rdap Domain Creation Date
2013-11-15T20:30:35Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002033092
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2024-08-12
Edgar Last Filing Date
2024-08-12
Edgar Form D Count
1
Edgar Form D Offerings
2024-08-122024-08-12 · 0002033092-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
Full
E*trade4
Edgar Addresses
Mailing
450 NEWPORT CENTER DRIVESUITE 650NEWPORT BEACH, CA 92660
Business
450 NEWPORT CENTER DRIVESUITE 650NEWPORT BEACH, CA 92660
Edgar EIN
000000000
Edgar Recent Filings
D2024-08-12 · 0002033092-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-15T20:30:35Z
Rdap Domain Last Changed
2026-02-03T23:44:35Z
Rdap Nameservers
Ns29.domaincontrol.comNs30.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
7819382
Trust Company Affiliate
No

People (5)

5
Bhathal, Alexander, Stegmann
Direct Owner · 62.5%
7819382
Merage, Lisa, Bhathal
Direct Owner · 62.5%
7819384
LOCH, RYAN, JOHN
Executive Officer · 2.5%
4817681
NGUYEN, JULIA, TRINH
Executive Officer · 2.5%
8065895
Dumenil, Nicholas, L
Executive Officer · 2.5%
8004550