Revitate Fund Advisor Llc
- Regulatory AUM
- $399M
- Discretionary
- $399M
- Clients
- 13
- Avg AUM / client
- $30.7M
- Accounts
- 13
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % 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
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| 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)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| 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)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| 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)
| Form | Period | Size | |
|---|---|---|---|
| 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) ↗