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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

REVITATE FUND ADVISOR LLC

CRD 326939

NEWPORT BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3ed48780-435f-6ea7-325c-47a968bcf119

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 5
On other graphs: 3
Observed: Oct 19, 2023 to Apr 1, 2026
5 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Revitate Fund Advisor LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Revitate Fund Advisor LLC

Capital provider to sponsors · shared crd

Real Estate Fundsidentity

Revitate Fund Advisor LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.92 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $399MItem 5.F on the latest filing (2026-04-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $399M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 15
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 13
Private funds: 7Schedule D 7.B(1)
Relying advisers: 4
SEC number: 801-129077
CRD: 326939
Filings on the tape: 5
First filed: Oct 19, 2023
Latest filed: Apr 1, 2026
Organised: Limited Liability Company, DE
Website: revitate.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
REVOZ FUND III, LP	Real Estate Fund	$41.2M	Mar 29, 2024	36	Oct 19, 2023	reported	021-1830406
REVITATE IMPACT OZ FUND 2022, LP	Real Estate Fund	$39.3M	Mar 29, 2024	15	Oct 19, 2023	reported	021-1989064
REVOZ FUND II, LP	Real Estate Fund	$32.1M	Mar 29, 2024	32	Oct 19, 2023	reported	021-1830403
REVOZ PARALLEL FUND III, LP	Real Estate Fund	$17.3M	Mar 29, 2024	18	Oct 19, 2023	reported	021-1989073

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Bhathal, Alexander, Stegmann	MANAGING MEMBER	D	yes	06/2022	Oct 19, 2023	Mar 29, 2024
HOGAN, MICHAEL, FRANCIS	CHIEF COMPLIANCE OFFICER	Na	yes	02/2024	Mar 29, 2024	Mar 29, 2024
LOCH, RYAN, JOHN	CHIEF FINANACIAL OFFICER	Na	yes	02/2024	Mar 29, 2024	Mar 29, 2024
Merage, Lisa, Bhathal	MANAGING MEMBER	D	yes	06/2022	Oct 19, 2023	Mar 29, 2024
MERCHANT, KUNAL, NMN	CHIEF OPERATING OFFICER	Na	yes	07/2022	Oct 19, 2023	Mar 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
REVITATE IMPACT OZ FUND 2022 GP LLC	n/a	n/a	n/a	N	yes	n/a
REVOZ FUND GP LLC	n/a	n/a	n/a	N	yes	n/a
REVOZ FUND III GP LLC	n/a	n/a	n/a	N	yes	n/a
REVOZ PARALLEL FUND III GP LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 3 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 1, 2026	$399M	$399M	15	6	7	n/a
2024	Mar 31, 2025	$283M	$283M	16	7	7	n/a
2023	Mar 29, 2024	$206M	$206M	14	6	4	$130M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$399M	$283M	41.0%	n/a	n/a	15	16	0	0

Relationships

Advises (4)

→ REVITATE IMPACT OZ FUND 2022, LPPrivate fundReal Estate Fund, IA
Oct 19, 2023 to presentfactForm ADV
→ REVOZ FUND II, LPPrivate fundReal Estate Fund, IA
Oct 19, 2023 to presentfactForm ADV
→ REVOZ FUND III, LPPrivate fundReal Estate Fund, IA
Oct 19, 2023 to presentfactForm ADV
→ REVOZ PARALLEL FUND III, LPPrivate fundReal Estate Fund, IA
Oct 19, 2023 to presentfactForm ADV

Controls (5)

← LOCH, RYAN, JOHNOwnerCHIEF FINANACIAL OFFICER, ownership code NA, individual
Mar 29, 2024 to Mar 29, 2024factForm ADV
← HOGAN, MICHAEL, FRANCISOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 29, 2024 to Mar 29, 2024factForm ADV
← Bhathal, Alexander, StegmannOwnerMANAGING MEMBER, ownership code D, individual
Oct 19, 2023 to Mar 29, 2024factForm ADV
← Merage, Lisa, BhathalOwnerMANAGING MEMBER, ownership code D, individual
Oct 19, 2023 to Mar 29, 2024factForm ADV
← MERCHANT, KUNAL, NMNOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Oct 19, 2023 to Mar 29, 2024factForm ADV

Dated events

Occurred
Apr 1, 2026
Regulatory AUM changed
Revitate Fund Advisor Llc reported RAUM $398.6M, up 41% from $282.8M (2026-02-10 to 2026-04-01)
Form ADVobserved 5 days ago
$116M
Occurred
Mar 29, 2024
Control person joined
Francis Michael Hogan (Chief Compliance Officer) appeared on Schedule A of Revitate Fund Advisor Llc
Form ADVobserved 5 days ago
Occurred
Mar 29, 2024
Control person joined
John Ryan Loch (Chief Finanacial Officer) appeared on Schedule A of Revitate Fund Advisor Llc
Form ADVobserved 5 days ago
Occurred
Mar 29, 2024
Control person left
John Michael Barrett (Chief Financial Officer/Chief Compliance Officer) no longer on Schedule A of Revitate Fund Advisor Llc (listed 2023-10-19, absent 2024-03-29)
Form ADVobserved 5 days ago
Occurred
Oct 19, 2023
First Form ADV filing
Revitate Fund Advisor Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3ed48780-435f-6ea7-325c-47a968bcf119
First observed: Oct 19, 2023
Last observed: Apr 1, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

REVITATE FUND ADVISOR LLC

CRD 326939

NEWPORT BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3ed48780-435f-6ea7-325c-47a968bcf119

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:52 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

REVOZ FUND III, LP

Real Estate Fund

$41.2M

Mar 29, 2024

Oct 19, 2023

reported

021-1830406

REVITATE IMPACT OZ FUND 2022, LP

Real Estate Fund

$39.3M

Mar 29, 2024

Oct 19, 2023

reported

021-1989064

REVOZ FUND II, LP

Real Estate Fund

$32.1M

Mar 29, 2024

Oct 19, 2023

reported

021-1830403

REVOZ PARALLEL FUND III, LP

Real Estate Fund

$17.3M

Mar 29, 2024

Oct 19, 2023

reported

021-1989073

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Bhathal, Alexander, Stegmann

MANAGING MEMBER

yes

06/2022

Oct 19, 2023

Mar 29, 2024

HOGAN, MICHAEL, FRANCIS

CHIEF COMPLIANCE OFFICER

yes

02/2024

Mar 29, 2024

LOCH, RYAN, JOHN

CHIEF FINANACIAL OFFICER

yes

02/2024

Mar 29, 2024

Merage, Lisa, Bhathal

MANAGING MEMBER

yes

06/2022

Oct 19, 2023

Mar 29, 2024

MERCHANT, KUNAL, NMN

CHIEF OPERATING OFFICER

yes

07/2022

Oct 19, 2023

Mar 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

REVITATE IMPACT OZ FUND 2022 GP LLC

n/a

yes

n/a

REVOZ FUND GP LLC

n/a

yes

n/a

REVOZ FUND III GP LLC

n/a

yes

n/a

REVOZ PARALLEL FUND III GP LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

$399M

n/a

2024

Mar 31, 2025

$283M

n/a

2023

Mar 29, 2024

$206M

$130M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$399M

$283M

41.0%

n/a