AUMdb

Revitate Fund Advisor Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 326939 · SEC file 801-129077 · Newport Beach, CA · revitate.com
☆ Save with Pro ADV data as of Apr 01, 2026
Regulatory AUM
$399M
Discretionary
$399M
Clients
13
Avg AUM / client
$30.7M
Accounts
13
Employees
15

AUM over time

$120M $399M
Oct 2023 Dec 2025

Annual snapshots from Form ADV filings · as of Apr 01, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 9 $366M 91.9%
Corporations and other businesses 4 $32.4M 8.13%

Private funds (4)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $130M combined gross assets

FundTypeDomicileGross assetsOwners
Revoz Fund Iii, Lp Real Estate Fund Delaware $41.2M 36
Revitate Impact Oz Fund 2022, Lp Real Estate Fund Delaware $39.3M 15
Revoz Fund Ii, Lp Real Estate Fund Delaware $32.1M 32
Revoz Parallel Fund Iii, Lp Real Estate Fund Delaware $17.3M 18

People (5)

NameRole / titleCredentialsWith firm sinceOwnership
Bhathal, Alexander, Stegmann Managing Member Jun 2022 (4y) 50% – 75%
Merage, Lisa, Bhathal Managing Member Jun 2022 (4y) 50% – 75%
Merchant, Kunal, Nmn Chief Operating Officer Jul 2022 (4y) Less than 5%
Hogan, Michael, Francis Chief Compliance Officer Feb 2024 (3y) Less than 5%
Loch, Ryan, John Chief Finanacial Officer Feb 2024 (3y) Less than 5%

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.

Private funds (4, $130M gross assets)

FundTypeGross assetsMin. investmentOwners
Revoz Fund Iii, Lp Real Estate Fund $41.2M $250K 36
Revitate Impact Oz Fund 2022, Lp Real Estate Fund $39.3M $250K 15
Revoz Fund Ii, Lp Real Estate Fund $32.1M $250K 32
Revoz Parallel Fund Iii, Lp Real Estate Fund $17.3M $250K 18

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/01/2026 3.47 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
  • Performance-based fees
  • Other fees
  • ACQUISITION, DISPOSITION AND ASSET MANAGEMENT FEES

Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.

View current Form ADV (SEC/IAPD) ↗