REVELATION CAPITAL MANAGEMENT, LLC

Adviser information for REVELATION CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 12
Investment Advisory/Research 8
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 6 $1.6B
Non-Discretionary 0 $0
Total 6 $1.6B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 6 $1.6B
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 6
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMCARRIED INTEREST

Identifiers

SEC RIA File Number 801-108090
SEC ERA File Number 801-108090
SEC CIK Numbers None
SEC CRD Numbers 171114
Legal Entity Identifier None

Principal Office

300 TURNEY STREET
2ND FLOOR
SAUSALITO
CA
United States
Monday - Friday, 9 TO 5 PM
Tel: 415-636-5420, Fax: None

Chief Compliance Officer

ELIZABETH STALEY
PARTNER
89 PARSONAGE LANE
TOPSFIELD
MA
United States
Tel: 415-636-5426
(Full email address available in API data)

Industry Affiliates

REVELATION ALPINE GP, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
REVELATION CO-INVEST GP II, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
REVELATION HEALTHCARE FUND I GP, L.P. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
REVELATION HEALTHCARE FUND II GP, L.P. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
REVELATION HEALTHCARE FUND III GP, L.P. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
REVELATION HEALTHCARE FUND IV GP, L.P. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
SAINTS CAPITAL EVEREST, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
REVELATION ALPINE, L.P. Venture Capital Fund $90.5M $1.0M 7
REVELATION CO-INVEST II, L.P. Venture Capital Fund $16.7M $1.0M 22
REVELATION HEALTHCARE FUND I, L.P. Private Equity Fund $141.2M $1.0M 140
REVELATION HEALTHCARE FUND II, L.P. Private Equity Fund $178.2M $1.0M 118
REVELATION HEALTHCARE FUND IV, L.P. Venture Capital Fund $1.3M $1.0M 123
REVELATION HEATHCARE FUND III, L.P. Venture Capital Fund $363.8M $1.0M 156

Control Persons

Name Type Entity Title Since Ownership
HALSTED, SCOTT, SPENCER Individual MANAGING PARTNER 12/2013 < 5%
REVELATION PARTNERS, LLC Domestic Entity MEMBER 10/2013 > 75%
HALSTED, SCOTT, SPENCER Individual REVELATION PARTNERS, LLC MANAGING MEMBER 03/2013 50-75%
BOGGS, MICHAEL, HUFF Individual MANAGING PARTNER 01/2016 < 5%
STALEY, ELIZABETH, ANN Individual PARTNER & CHIEF COMPLIANCE OFFICER 03/2018 < 5%
BOGGS, MICHAEL, HUFF Individual REVELATION PARTNERS, LLC MANAGING MEMBER 12/2014 50-75%
OLSON, ANDREW, JORDAN Individual PARTNER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER 11/2023 < 5%

No. Employees, Historic

2010020192020202120222023202420256 on 7/18/20196 on 3/30/20207 on 3/31/20217 on 8/24/20217 on 10/15/20218 on 3/31/20228 on 8/22/20228 on 10/5/20229 on 3/31/20239 on 5/8/20239 on 11/22/202312 on 3/29/2024

RAUM, Historic

2B1B02019202020212022202320242025410107509 on 7/18/2019646385199 on 3/30/2020683421959 on 3/31/2021683421959 on 8/24/2021683421959 on 10/15/20211279828244 on 3/31/20221279828244 on 8/22/20221279828244 on 10/5/20221035832335 on 3/31/20231035832335 on 5/8/20231568065733 on 11/22/20231552263550 on 3/29/2024

No. Clients, Historic

105020192020202120222023202420252 on 7/18/20193 on 3/30/20203 on 3/31/20213 on 8/24/20213 on 10/15/20214 on 3/31/20224 on 8/22/20224 on 10/5/20224 on 3/31/20234 on 5/8/20236 on 11/22/20236 on 3/29/2024