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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

STRATEGIC PORTFOLIO MANAGERS

REVERE FINANCIAL, LLC, CRD 155286

NORTHFIELD, IL

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:c82f1541-a689-2722-60f0-c9bb555591dc

Data as of Jun 8, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Mar 30, 2023 to Jun 8, 2023
3 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: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $127MItem 5.F on the latest filing (2023-06-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $114M
Private client RAUM: $119MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 1
Advisory employees: 1
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 250
Individual clients: 40
High net worth clients: 43
Custody, client assets: $0
SEC number: 801-127818
CRD: 155286
Filings on the tape: 3
First filed: Mar 30, 2023
Latest filed: Jun 8, 2023
Organised: Limited Liability Company, Illinois
Website: stratports.com

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
ALPHA CAPITAL PARTNERS, LLC	HOLDING COMPANY	E	yes	08/2021	Mar 30, 2023	Jun 8, 2023
HALPERN, PELEG	DIRECT OWNER	C	yes	08/2021	Mar 30, 2023	Jun 8, 2023
Jacobson, James	DIRECT OWNER	C	yes	08/2021	Mar 30, 2023	Jun 8, 2023
Jacobson, James	MANAGING MEMBER	Na	yes	08/2021	Mar 30, 2023	Jun 8, 2023
KERAI, ANDREW, PETER	INDIRECT SHAREHOLDER	C	no	08/2021	Mar 30, 2023	Jun 8, 2023

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Relationships

Controls (3)

← HALPERN, PELEGOwnerDIRECT OWNER, ownership code C, individual
Mar 30, 2023 to presentfactForm ADV
← Jacobson, JamesOwnerDIRECT OWNER, ownership code C, individual
Mar 30, 2023 to presentfactForm ADV
← ALPHA CAPITAL PARTNERS, LLCOwnerHOLDING COMPANY, ownership code E, domestic entity
Mar 30, 2023 to presentfactForm ADV

Owns (1)

← KERAI, ANDREW, PETEROwnerINDIRECT SHAREHOLDER, ownership code C, individual
Mar 30, 2023 to presentfactForm ADV

Registered with (2)

← James David JacobsonAdvisorregistration: previous registration
Aug 27, 2021 to Dec 31, 2023factForm ADV
← PELEG HALPERNAdvisorregistration: previous registration
Oct 27, 2010 to Jul 31, 2023factForm ADV

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
James David Jacobson left Strategic Portfolio Managers for Capital Ideas (registered 2023-11-09)
Form ADVobserved 6 days ago
Occurred
Jul 31, 2023
Advisor changed firm
Peleg Halpern left Strategic Portfolio Managers for North Star Wealth Management (registered 2023-06-20)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2023
First Form ADV filing
Strategic Portfolio Managers filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c82f1541-a689-2722-60f0-c9bb555591dc
First observed: Mar 30, 2023
Last observed: Jun 8, 2023 40 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.

STRATEGIC PORTFOLIO MANAGERS

REVERE FINANCIAL, LLC, CRD 155286

NORTHFIELD, IL

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:c82f1541-a689-2722-60f0-c9bb555591dc

Data as of Jun 8, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:59 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALPHA CAPITAL PARTNERS, LLC

HOLDING COMPANY

yes

08/2021

Mar 30, 2023

Jun 8, 2023

HALPERN, PELEG

DIRECT OWNER

yes

08/2021

Mar 30, 2023

Jun 8, 2023

Jacobson, James

DIRECT OWNER

yes

08/2021

Mar 30, 2023

Jun 8, 2023

Jacobson, James

MANAGING MEMBER

yes

08/2021

Mar 30, 2023

Jun 8, 2023

KERAI, ANDREW, PETER

INDIRECT SHAREHOLDER

08/2021

Mar 30, 2023

Jun 8, 2023

City

State

Country

Employees

Also broker-dealer

n/a