REVERENCE CAPITAL PARTNERS

REVERENCE CAPITAL PARTNERS, L.P. Legal Name

Adviser information for REVERENCE CAPITAL PARTNERS 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 Partnership
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 47
Investment Advisory/Research 31
Registered Broker-Dealer Representatives 2
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 47 $12.4B
Non-Discretionary 0 $0
Total 47 $12.4B

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 47 $12.4B
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 pooled investment vehicles
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-79964
SEC ERA File Number 801-79964
SEC CIK Numbers 1907530
SEC CRD Numbers 171471
Legal Entity Identifier None

Principal Office

590 MADISON AVENUE
29TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 8:30AM-6:00PM
Tel: 212-804-8025, Fax: 646-619-4307

Chief Compliance Officer

THOMAS MARCOTULLIO
GENERAL COUNSEL
590 MADISON AVENUE
29TH FLOOR
NEW YORK
NY
United States
Tel: 646.883.6919
(Full email address available in API data)

Industry Affiliates

MPA BD SERVICES LLC Broker-dealer, municipal securities dealer, or gov securities broker or dealer
REVERENCE CAPITAL PARTNERS Sponsor, GP, manager of pooled investment vehicles
REVERENCE CAPITAL PARTNERS Sponsor, GP, manager of pooled investment vehicles
REVERENCE CAPITAL PARTNERS Sponsor, GP, manager of pooled investment vehicles
REVERENCE CAPITAL PARTNERS Sponsor, GP, manager of pooled investment vehicles
REVERENCE CAPITAL PARTNERS Sponsor, GP, manager of pooled investment vehicles
REVERENCE CAPITAL PARTNERS Sponsor, GP, manager of pooled investment vehicles
REVERENCE CAPITAL PARTNERS Sponsor, GP, manager of pooled investment vehicles
REVERENCE CAPITAL PARTNERS Sponsor, GP, manager of pooled investment vehicles
REVERENCE CAPITAL PARTNERS Sponsor, GP, manager of pooled investment vehicles
REVERENCE CAPITAL PARTNERS Sponsor, GP, manager of pooled investment vehicles
REVERENCE CAPITAL PARTNERS Sponsor, GP, manager of pooled investment vehicles
REVERENCE CAPITAL PARTNERS Sponsor, GP, manager of pooled investment vehicles
REVERENCE CAPITAL PARTNERS Sponsor, GP, manager of pooled investment vehicles
REVERENCE CAPITAL PARTNERS Sponsor, GP, manager of pooled investment vehicles
REVERENCE CAPITAL PARTNERS Sponsor, GP, manager of pooled investment vehicles
REVERENCE CAPITAL PARTNERS Sponsor, GP, manager of pooled investment vehicles
REVERENCE CAPITAL PARTNERS Sponsor, GP, manager of pooled investment vehicles
REVERENCE CAPITAL PARTNERS Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
RCP ARTEMIS CO-INVEST, L.P. Private Equity Fund $2,968.4M $0.5M 60
RCP ARUBA INVESTMENTS, LP Private Equity Fund $66.8M $0.1M 15
RCP CARD CO-INVEST, L.P. Private Equity Fund $12.0M $0.1M 8
RCP CREDIT OPPORTUNITIES FUND DISLOCATION SPV (FUND III), L.P. Private Equity Fund $294.5M $0.1M 3
RCP CREDIT OPPORTUNITIES FUND III DISLOCATION SPV (FUND VI), L.P. Private Equity Fund $122.7M $0.1M 3
RCP CREDIT OPPORTUNITIES FUND III Q-SPV (FUND VI), L.P. Private Equity Fund $12.2M $0.1M 3
RCP CREDIT OPPORTUNITIES FUND Q SPV (FUND III), LP Private Equity Fund $23.3M $0.7M 2
RCP CUSTOMIZED CREDIT FUND (FUND IV-A), L.P Private Equity Fund $3.7M $5.0M 2
RCP CUSTOMIZED CREDIT FUND (FUND IV), L.P Private Equity Fund $205.5M $5.0M 2
RCP DAKOTA CO-INVEST, L.P. Private Equity Fund $12.5M $0.1M 3
RCP EMERALD CO-INVEST, L.P. Private Equity Fund $32.3M $0.1M 10
RCP HARVEST CO-INVEST, L.P. Private Equity Fund $882.4M $0.0M 62
RCP INDIGO CO-INVEST, L.P. Private Equity Fund $49.9M $0.1M 6
RCP LYNX CO-INVEST, L.P. Private Equity Fund $46.7M $3.0M 4
RCP MB INVESTMENTS A, LP Private Equity Fund $305.7M $0.0M 18
RCP MB INVESTMENTS B, LP Private Equity Fund $102.3M $0.0M 27
RCP MB INVESTMENTS, L.P Private Equity Fund $785.0M $30.0M 5
RCP OPP FUND I (AI) AIV, L.P. Private Equity Fund $0.0M $0.0M 9
RCP OPP FUND I (OFFSHORE) AIV, L.P. Private Equity Fund $0.0M $0.1M 83
RCP VEGA CO-INVEST, L.P. Private Equity Fund $1,014.1M $1.0M 21
RCP ZEBRA CO-INVEST A, L.P. Private Equity Fund $79.7M $0.5M 7
RCP ZEBRA CO-INVEST B, L.P. Private Equity Fund $50.4M $0.0M 7
REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND I (AI), L.P. Private Equity Fund $6.4M $0.0M 9
REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND I (CAYMAN), L.P. Private Equity Fund $333.1M $0.1M 35
REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND I, L.P. Private Equity Fund $403.7M $0.1M 83
REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND II (AI), L.P. Private Equity Fund $2.6M $0.1M 6
REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND II (CAYMAN), L.P. Private Equity Fund $582.3M $0.1M 91
REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND II (PARALLEL), L.P. Private Equity Fund $49.7M $1.5M 6
REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND II, L.P. Private Equity Fund $1,552.0M $0.1M 155
REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (FOO) (PE FUND III), L.P. Private Equity Fund $56.5M $0.1M 5
REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III) CO-INVEST, L.P. Private Equity Fund $26.2M $5.0M 2
REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III), L.P. Private Equity Fund $1,421.4M $0.1M 141
REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V-A (PE FUND III), L.P. Private Equity Fund $437.2M $0.1M 74
REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V-AI (PE FUND III), L.P. Private Equity Fund $3.8M $0.1M 11
REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V-C1 (PE FUND III), LP Private Equity Fund $204.2M $0.1M 5
REVERENCE CARD CO-INVEST, L.P. Private Equity Fund $258.9M $0.1M 7

Control Persons

Name Type Entity Title Since Ownership
BERLINSKI, MILTON, RALPH Individual LIMITED PARTNER AND MANAGING PARTNER 07/2013 50-75%
ABERG, PETER, CHRISTOPHER Individual LIMITED PARTNER AND PARTNER 07/2013 10-25%
REVERENCE CAPITAL PARTNERS LLC Domestic Entity GENERAL PARTNER 04/2014 < 5%
BERLINSKI, MILTON, RALPH Individual REVERENCE CAPITAL PARTNERS LLC MANAGING MEMBER 06/2013 > 75%
MRB ICBC LLC Domestic Entity MEMBER 06/2014 25-50%
ZAAZ CAPITAL PARTNERS, LLC Domestic Entity MEMBER 06/2014 10-25%
THE BERLINSKI FAMILY 2006 TRUST Domestic Entity MRB ICBC LLC MEMBER 06/2014 > 75%
CHULACK, ALEXANDER, A Individual ZAAZ CAPITAL PARTNERS, LLC MANAGING MEMBER 06/2014 50-75%
MARCOTULLIO, THOMAS, BERNARD Individual GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER 10/2023 < 5%

No. Employees, Historic

50250201920202021202220232024202514 on 5/21/201914 on 6/19/201914 on 8/29/201917 on 3/30/202017 on 4/29/202017 on 9/16/202032 on 3/31/202132 on 2/2/202237 on 3/31/202237 on 6/24/202237 on 7/28/202239 on 3/31/202339 on 5/3/202339 on 10/19/202347 on 3/29/2024

RAUM, Historic

20B10B020192020202120222023202420251331089559 on 5/21/20191331089559 on 6/19/20191331089559 on 8/29/20193942217218 on 3/30/20203952792485 on 4/29/20203952792485 on 9/16/20205682730942 on 3/31/20215682730942 on 2/2/20228626907562 on 3/31/20228626907562 on 6/24/20228626907562 on 7/28/202211697391049 on 3/31/202311697391049 on 5/3/202311697391049 on 10/19/202312408082702 on 3/29/2024

No. Clients, Historic

50250201920202021202220232024202515 on 5/21/201915 on 6/19/201915 on 8/29/201920 on 3/30/202020 on 4/29/202020 on 9/16/202023 on 3/31/202123 on 2/2/202232 on 3/31/202232 on 6/24/202232 on 7/28/202235 on 3/31/202335 on 5/3/202335 on 10/19/202347 on 3/29/2024

Holdings

From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
NEW YORK CMNTY BANCORP INC COM 284M 88M