Private fund adviser · Newport Beach, CA
Revitate Fund Advisor LLC
SEC-registered investment adviser · CRD 326939 · SEC 801-129077
At a glance
Revitate Fund Advisor LLC is an SEC-registered investment adviser based in Newport Beach, California, with $399 million in regulatory assets under management as of its Form ADV filed April 1, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 3,295th of 4,686 private fund advisers and 8,804th of 17,210 SEC-registered advisers by assets.
Main office 949-522-5604revitate.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $399M
- Rank among private fund advisers
- #3,295 of 4,686
- Rank among all SEC RIAs
- #8,804 of 17,210
- Rank in California
- #1,019 of 1,873
- Clients
- 13
- Accounts
- 13
- Discretionary
- 100% of AUM
- Employees
- 15
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- Alexander S. BhathalManaging Member
- Lisa B. MerageManaging Member
- Ryan J. LochChief Finanacial Officer
- Julia T. NguyenGeneral Counsel
- Nicholas L DumenilChief Compliance Officer
Custody and brokerage
Custodian
Revitate Fund Advisor LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 9 | $366M | 92% |
| Corporations or other businesses | 4 | $32M | 8% |
Private funds
Revitate Fund Advisor LLC reports 7 private funds with $224M in gross assets: private equity funds, real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Revitate Fund Advisor LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗revitate.com ↗
AtlasMembers
The full record on Revitate Fund Advisor LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 2,224 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Revitate Fund Advisor LLC manage?
Revitate Fund Advisor LLC reports $399 million in regulatory assets under management across 13 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 1, 2026.
What kind of firm is Revitate Fund Advisor LLC?
Revitate Fund Advisor LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Revitate Fund Advisor LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($366 million, 9 clients); corporations or other businesses ($32 million, 4 clients).
Does Revitate Fund Advisor LLC manage private funds?
Yes. It reports 7 private funds with $224 million in gross assets, including private equity funds, real estate funds.
Does Revitate Fund Advisor LLC have any disciplinary history?
Revitate Fund Advisor LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Revitate Fund Advisor LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →