REVOLUT WEALTH INC.
Adviser information for REVOLUT WEALTH INC. last updated from Form ADV on March 20th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 6 |
| 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 | 1,408 | $496,673 |
| Non-Discretionary | 0 | $0 |
| Total | 1,408 | $496,673 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 1,408 | $496,673 |
| HNW Individuals | 0 | $0 |
| 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 | 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 | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 496,673 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| REVOLUT WEALTH INC. WRAP FEE PROGRAM | REVOLUT WEALTH INC. |
Identifiers
| SEC RIA File Number | 801-127056 |
|---|---|
| SEC ERA File Number | 801-127056 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 322894 |
| Legal Entity Identifier | None |
Principal Office
107 GREENWICH STREET20TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00 AM-5:00 PM
Tel: 914-357-4577, Fax: None
Chief Compliance Officer
MARA LONDON
107 GREENWICH STREET
20TH FLOOR
NEW YORK
NY
United States
Tel:
914-357-4577
M**********@**********M
(Full email address available in API data)
Regulatory Contact
JACK CALLAHAN
CEO
1228 MIDDLEBURY LANE
WILMETTE
IL
United States
Tel:
617-283-5185
J************@**********M
(Full email address available in API data)
Industry Affiliates
| REVOLUT LTD | Banking or thrift institution |
| REVOLUT SECURITIES INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| REVOLUT HOLDINGS US INC | Domestic Entity | – | MANAGING MEMBER | 11/2019 | > 75% |
| Callahan, Jack, William | Individual | – | CHIEF EXECUTIVE OFFICER | 08/2022 | < 5% |
| London-Berke, Mara, Anne | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2022 | < 5% |
| REVOLUT GROUP HOLDINGS LTD. | Foreign Entity | REVOLUT HOLDINGS US INC | SOLE STOCKHOLDER | 07/2020 | > 75% |
| STORONSKY, NIKOLAY | Individual | REVOLUT GROUP HOLDINGS LTD. | CEO | 07/2015 | 25-50% |