REVERE ASSET
REVERE ASSET MANAGEMENT, INC. Legal Name
Adviser information for REVERE ASSET last updated from Form ADV on March 26th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 573 | $133.5M |
| Non-Discretionary | 0 | $0 |
| Total | 573 | $133.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 242 | $44.3M |
| HNW Individuals | 73 | $77.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 2 | $11.5M |
| 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 | 0 |
| No. of Non-U.S. Clients | 1 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-126706 |
|---|---|
| SEC ERA File Number | 801-126706 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 152881 |
| Legal Entity Identifier | None |
Principal Office
825 WATERS CREEK BLVDSUITE 385
ALLEN
TX
United States
Monday - Friday, 8 A.M. - 4 P.M.
Tel: 855-732-5932, Fax: 214-242-4100
Chief Compliance Officer
DANIEL M. STEWART
PRESIDENT, CEO
825 WATERS CREEK BLVD
SUITE 385
ALLEN
TX
United States
Tel:
855-732-5932
Fax:
214-242-4100
D**@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STEWART, DANIEL, MARTIN | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | 01/2010 | > 75% |
| VANDENBORD, DONALD, MICHAEL | Individual | – | SHAREHOLDER, CIO, SR. PORTFOLIO MANAGER | 07/2016 | 10-25% |