REVERE CAPITAL MANAGEMENT LP
Adviser information for REVERE CAPITAL MANAGEMENT LP last updated from Form ADV on March 8th, 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 21 |
|---|---|
| Investment Advisory/Research | 11 |
| 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 | 2 | $110.3M |
| Non-Discretionary | 1 | $10.0M |
| Total | 3 | $120.3M |
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 | 3 | $109.7M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $10.0M |
| 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 | <5 | $511,807 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles |
|---|---|
| Compensation | Fixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-118023 |
|---|---|
| SEC ERA File Number | 801-118023 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 306662 |
| Legal Entity Identifier | None |
Principal Office
5910 N. CENTRAL EXPRESSWAYSUITE 1600
DALLAS
TX
United States
Monday - Friday, 9AM-6PM
Tel: 214-227-9337, Fax: None
Chief Compliance Officer
BRIGITTE HARLEY
5910 N. CENTRAL EXPRESSWAY
SUITE 1600
DALLAS
TX
United States
Tel:
912-208-3881
B******@****************M
(Full email address available in API data)
Regulatory Contact
CLARK BRINER
PRINCIPAL
5910 N. CENTRAL EXPRESSWAY
SUITE 1600
DALLAS
TX
United States
Tel:
214-227-9337
C******@****************M
(Full email address available in API data)
Industry Affiliates
| REVERE CAPITAL CORP. | Sponsor or syndicator of limited partnerships |
| REVERE CAPITAL LLC | Sponsor or syndicator of limited partnerships |
| REVERE FUND III GP, LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| REVERE CREDIT OPPORTUNITIES FUND III, LP | OTHER INVESTMENT FUND | $109.7M | $0.0M | 72 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BRINER, CLARK, BROOKS | Individual | – | FOUNDER, PRINCIPAL | 11/2012 | > 75% |
| Harley, Brigitte | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2013 | < 5% |
| REVERE CAPITAL CORP | Domestic Entity | – | GENERAL PARTNER | 10/2015 | < 5% |
| BRINER, CLARK, BROOKS | Individual | REVERE CAPITAL CORP | MANAGING MEMBER | 10/2015 | > 75% |