STRATEGIC PORTFOLIO MANAGERS
REVERE FINANCIAL, LLC Legal Name
Adviser information for STRATEGIC PORTFOLIO MANAGERS last updated from Form ADV on June 8th, 2023. 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 | Illinois, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| 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 | 248 | $114.5M |
| Non-Discretionary | 2 | $12.6M |
| Total | 250 | $127.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 40 | $8.7M |
| HNW Individuals | 43 | $110.2M |
| 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 | <5 | $8.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-127818 |
|---|---|
| SEC ERA File Number | 801-127818 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 155286 |
| Legal Entity Identifier | None |
Principal Office
ONE NORTHFIELD PLAZASUITE 300
NORTHFIELD
IL
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: (847) 441-2600, Fax: None
Websites
Chief Compliance Officer
JAMES JACOBSON
MANAGING MEMBER
ONE NORTHFIELD PLAZA
SUITE 300
NORTHFIELD
IL
United States
Tel:
(847) 441-2600
J****@*************M
(Full email address available in API data)
Regulatory Contact
ONE NORTHFIELD PLAZA
NORTHFIELD
IL
United States
Tel:
(847) 441-2600
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HALPERN, PELEG | Individual | ALPHA CAPITAL PARTNERS, LLC | DIRECT OWNER | 08/2021 | 25-50% |
| Jacobson, James | Individual | ALPHA CAPITAL PARTNERS, LLC | DIRECT OWNER | 08/2021 | 25-50% |
| KERAI, ANDREW, PETER | Individual | ALPHA CAPITAL PARTNERS, LLC | INDIRECT SHAREHOLDER | 08/2021 | 25-50% |
| Jacobson, James | Individual | – | MANAGING MEMBER | 08/2021 | < 5% |
| ALPHA CAPITAL PARTNERS, LLC | Domestic Entity | – | HOLDING COMPANY | 08/2021 | > 75% |
| Jacobson, James | Individual | – | PRESIDENT/CCO | 06/2023 | < 5% |