NEWPORT BEACH, CACRD 326939Latest ADV April 1, 2026
Revitate Fund Advisor LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated April 1, 2026, reports $399M in regulatory assets under management, 15 employees, and 13 accounts.
Assets Under Management
$399M
Employees
15
Offices
--
Total Clients
13
Primary office
NEWPORT BEACH, CA
450 NEWPORT CENTER DRIVE, SUITE 650, NEWPORT BEACH, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 69.2% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
69.2%
9
2
Corporations
30.8%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$399Mas of April 1, 2026
Discretionary100.0%
$399M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$399M
Total Accounts13
10Y AUM Change+$279M (+232.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee1:1
10Y Employee Change+7 (+87.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.