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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

PREVATT CAPITAL LTD

CRD 311895

NASSAU

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:68d8db8e-c2f9-5d72-5258-3dcf12877e2e

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: Jan 27, 2021 to Mar 18, 2026
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

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=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $571MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $571M
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: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $571M
SEC number: 801-120392
CIK: 2009520
CRD: 311895
Filings on the tape: 9
First filed: Jan 27, 2021
Latest filed: Mar 18, 2026
Organised: Other (specify)
Website: prevattcapital.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
PREVATT GLOBAL MASTER	Hedge Fund	$417M	Mar 25, 2024	68	Mar 31, 2022	reported	021-368969
PREVATT GLOBAL INVESTMENTS	Hedge Fund	$76.3M	Mar 21, 2023	32	Mar 31, 2022	reported	n/a
PREVATT GLOBAL INVESTMENTS FUND, LP	Hedge Fund	$6.5M	Mar 21, 2023	15	Mar 31, 2022	reported	021-38

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
BATTEN, SIMON, GEOFFREY	DIRECTOR AND CCO	Na	yes	03/2024	Mar 31, 2022	Mar 25, 2024
TEPPER, JONATHAN, ISRAEL	CHIEF INVESTMENT OFFICER, MEMBER AND DIRECTOR	E	yes	07/2019	Jan 27, 2021	Mar 25, 2024
WHITEHEAD, PHILIP, ANDREW	MEMBER & DIRECTOR	A	no	08/2020	Jan 27, 2021	Mar 25, 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
PREVATT CAPITAL GP LTD	n/a	n/a	n/a	Y	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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 18, 2026	$571M	$571M	6	4	1	n/a
2024	Mar 26, 2025	$517M	$517M	7	5	1	n/a
2023	Mar 25, 2024	$417M	$417M	7	5	1	$417M
2022	Mar 21, 2023	$82.9M	$82.9M	7	4	3	$166M
2021	Mar 31, 2022	$50.7M	$50.7M	6	3	3	$101M

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	$571M	$517M	10.5%	$82.9M	90.3%	6	7	0	0

Relationships

Advises (3)

→ PREVATT GLOBAL MASTERPrivate fundHedge Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ PREVATT GLOBAL INVESTMENTS FUND, LPPrivate fundHedge Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ PREVATT GLOBAL INVESTMENTSPrivate fundHedge Fund, IA
Mar 31, 2022 to presentfactForm ADV

Controls (2)

← BATTEN, SIMON, GEOFFREYOwnerDIRECTOR AND CCO, ownership code NA, individual
Mar 31, 2022 to Mar 25, 2024factForm ADV
← TEPPER, JONATHAN, ISRAELOwnerCHIEF INVESTMENT OFFICER, MEMBER AND DIRECTOR, ownership code E, individual
Jan 27, 2021 to Mar 25, 2024factForm ADV

Owns (1)

← WHITEHEAD, PHILIP, ANDREWOwnerMEMBER & DIRECTOR, ownership code A, individual
Jan 27, 2021 to Mar 25, 2024factForm ADV

Dated events

Occurred
Mar 25, 2024
Regulatory AUM changed
Prevatt Capital Ltd reported RAUM $416.7M, up 403% from $82.9M (2023-03-21 to 2024-03-25)
Form ADVobserved 4 days ago
$334M
Occurred
Mar 25, 2024
Control person left
Augustine Joseph Byrne (Chief Compliance Officer) no longer on Schedule A of Prevatt Capital Ltd (listed 2023-03-21, absent 2024-03-25)
Form ADVobserved 4 days ago
Occurred
Jun 26, 2022
Control person joined
Augustine Joseph Byrne (Chief Compliance Officer) appeared on Schedule A of Prevatt Capital Ltd
Form ADVobserved 4 days ago
Occurred
Jan 27, 2021
First Form ADV filing
Prevatt Capital Ltd filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:68d8db8e-c2f9-5d72-5258-3dcf12877e2e
First observed: Jan 27, 2021
Last observed: Mar 18, 2026 6 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.

PREVATT CAPITAL LTD

CRD 311895

NASSAU

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:68d8db8e-c2f9-5d72-5258-3dcf12877e2e

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:10 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

PREVATT GLOBAL MASTER

Hedge Fund

$417M

Mar 25, 2024

Mar 31, 2022

reported

021-368969

PREVATT GLOBAL INVESTMENTS

Hedge Fund

$76.3M

Mar 21, 2023

Mar 31, 2022

reported

n/a

PREVATT GLOBAL INVESTMENTS FUND, LP

Hedge Fund

$6.5M

Mar 21, 2023

Mar 31, 2022

reported

021-38

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BATTEN, SIMON, GEOFFREY

DIRECTOR AND CCO

yes

03/2024

Mar 31, 2022

Mar 25, 2024

TEPPER, JONATHAN, ISRAEL

CHIEF INVESTMENT OFFICER, MEMBER AND DIRECTOR

yes

07/2019

Jan 27, 2021

Mar 25, 2024

WHITEHEAD, PHILIP, ANDREW

MEMBER & DIRECTOR

08/2020

Jan 27, 2021

Mar 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PREVATT CAPITAL GP LTD

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$571M

n/a

2024

Mar 26, 2025

$517M

n/a

2023

Mar 25, 2024

$417M

2022

Mar 21, 2023

$82.9M

$166M

2021

Mar 31, 2022

$50.7M

$101M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$571M

$517M

10.5%

$82.9M

90.3%