Revere Financial, Llc
- Regulatory AUM
- $127M
- Discretionary
- $114M
- Clients
- 84
- Avg AUM / client
- $1.5M
- Accounts
- 250
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Jun 08, 2023
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 40 | $8.7M | 6.88% |
| High net worth individuals | 43 | $110M | 86.7% |
| Corporations and other businesses | 1 | $8.1M | 6.39% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Peter Kerai | Indirect Shareholder | CFA | Aug 2021 (5y) | ≈ 18.75% – 50% via Alpha Capital Partners, Llc |
| James David Jacobson | Direct Owner | Aug 2021 (5y) | ≈ 18.75% – 50% via Alpha Capital Partners, Llc | |
| Peleg Halpern | Direct Owner | Aug 2021 (5y) | ≈ 18.75% – 50% via Alpha Capital Partners, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Alpha Capital Partners, Llc | Holding Company | Aug 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Andrew Peter Kerai: 25% – 50% of Alpha Capital Partners, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- James David Jacobson: 25% – 50% of Alpha Capital Partners, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Peleg Halpern: 25% – 50% of Alpha Capital Partners, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/08/2023 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $127M (100% of AUM) Jun 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 08, 2023.
View current Form ADV (SEC/IAPD) ↗