DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Reverence Capital Partners
Legal name Reverence Capital Partners, L.P.
Latest filing Mar 31, 2026
First filing on the tape Jun 17, 2014 · 29 filings
SEC status approved since Jun 30, 2014
RAUM
$18B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
47
31 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
47
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$18B as of Mar 31, 2026
Mar 31, 2015$388M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20150 then
Employees (5.A)47 as of Mar 31, 2026
Mar 31, 20158 then
Private funds47 as of Mar 31, 2026
Mar 31, 20154 then
RAUM +27% over the last fiscal year+16% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $341MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +27%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$18B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 53reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=1.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
39 reported on Schedule D 7.B.(1)
Owners and control persons
Schedule A and B, latest filing
- Christopher Peter Aberg · Limited Partner And Partnercontrolsince 07/2013 · owns 10% to 25%
- Ralph Milton Berlinski · Limited Partner And Managing Partnercontrolsince 07/2013 · owns 50% to 75%
- Bernard Thomas Marcotullio · General Counsel And Chief Compliance Officercontrolsince 10/2023 · owns less than 5%
- Ralph Milton Berlinski · Managing Membercontrolsince 06/2013 · owns 75% or more of Reverence Capital Partners LLC
- A Alexander Chulack · Managing Membercontrolsince 06/2014 · owns 50% to 75% of Zaaz Capital Partners, LLC
Entity owners
- Mrb Icbc LLC · Memberdirect · owns 25% to 50%
- Reverence Capital Partners LLC · General Partnerdirect · owns less than 5%
- Zaaz Capital Partners, LLC · Memberdirect · owns 10% to 25%
- The Berlinski Family 2006 Trust · Memberindirect · owns 75% or more of Mrb Icbc LLC
Related persons
Schedule D 7.A
- Mpa Bd Services LLCbroker-dealern
- Rcp Artemis Co-Invest Gp LLCpooled vehicle sponsorn
- Rcp Aruba Investments Gp, LLCpooled vehicle sponsorn
- Rcp Card Co-Invest Gp LLCpooled vehicle sponsorn
- Rcp Co-Invest Gp LLCpooled vehicle sponsorn
- Rcp Customized Credit Fund (Fund IV) Gp, L.P.pooled vehicle sponsorn
- Rcp Dakota Co-Invest Gp LLCpooled vehicle sponsorn
- Rcp Harvest Co-Invest Gp, LLCpooled vehicle sponsorn
- Rcp Indigo Co-Invest Gp LLCpooled vehicle sponsorn
- Rcp Lynx Co-Invest Gp LLCpooled vehicle sponsorn
- Rcp Mb Investments Gp, LLCpooled vehicle sponsorn
- Rcp Opp Fund I (Cayman) Gp, L.P.pooled vehicle sponsorn
- Rcp Opp Fund I Gp, L.P.pooled vehicle sponsorn
- Rcp Opp Fund II Gp, L.P.pooled vehicle sponsorn
- Rcp Vega Co-Invest Gp LLCpooled vehicle sponsorn
- Rcp Zebra Co-Invest Gp LLCpooled vehicle sponsorn
- Reverence Capital Partners Credit (Fund III) Gp, L.P.pooled vehicle sponsorn
- Reverence Capital Partners Credit III (Fund Vi) Gp, L.P.pooled vehicle sponsorn
- Reverence Capital Partners Opportunities Fund V (Pe Fund III) Gp, L.P.pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Miami Beach, FL3 employees
What changed
consecutive filings, newest first
- Private funds · 42 to 47Jul 21, 2025 to Mar 31, 2026
- Discretionary RAUM · $14B to $18BJul 21, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $14B to $18BJul 21, 2025 to Mar 31, 2026
- RAUM · $14B to $18BJul 21, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jul 21, 2025
- Accounts · 47 to 53Jun 28, 2024 to Mar 31, 2025
- BD registered reps · 2 to 1Jun 28, 2024 to Mar 31, 2025
- Pooled vehicle clients · 47 to 53Jun 28, 2024 to Mar 31, 2025
- Private funds · 36 to 42Jun 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $12B to $14BJun 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $12B to $14BJun 28, 2024 to Mar 31, 2025
- RAUM · $12B to $14BJun 28, 2024 to Mar 31, 2025
- Accounts · 35 to 47Oct 19, 2023 to Mar 29, 2024
- Pooled vehicle clients · 35 to 47Oct 19, 2023 to Mar 29, 2024
- Employees · 39 to 47Oct 19, 2023 to Mar 29, 2024
- Private funds · 35 to 36Oct 19, 2023 to Mar 29, 2024
- Discretionary RAUM · $12B to $12BOct 19, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $12B to $12BOct 19, 2023 to Mar 29, 2024
- RAUM · $12B to $12BOct 19, 2023 to Mar 29, 2024
- Related broker-dealer · false to trueOct 19, 2023 to Mar 29, 2024
- Accounts · 32 to 35Jul 28, 2022 to Mar 31, 2023
- BD registered reps · 0 to 2Jul 28, 2022 to Mar 31, 2023
- Pooled vehicle clients · 32 to 35Jul 28, 2022 to Mar 31, 2023
- Employees · 37 to 39Jul 28, 2022 to Mar 31, 2023
- Other offices · 0 to 1Jul 28, 2022 to Mar 31, 2023
- Private funds · 32 to 35Jul 28, 2022 to Mar 31, 2023
- Discretionary RAUM · $8.6B to $12BJul 28, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $8.6B to $12BJul 28, 2022 to Mar 31, 2023
- RAUM · $8.6B to $12BJul 28, 2022 to Mar 31, 2023
- Accounts · 23 to 32Feb 2, 2022 to Mar 31, 2022
- Advisory employees · 23 to 31Feb 2, 2022 to Mar 31, 2022
- Pooled vehicle clients · 23 to 32Feb 2, 2022 to Mar 31, 2022
- Employees · 32 to 37Feb 2, 2022 to Mar 31, 2022
- Private funds · 25 to 32Feb 2, 2022 to Mar 31, 2022
- Discretionary RAUM · $5.7B to $8.6BFeb 2, 2022 to Mar 31, 2022
- Pooled vehicle RAUM · $5.7B to $8.6BFeb 2, 2022 to Mar 31, 2022
- RAUM · $5.7B to $8.6BFeb 2, 2022 to Mar 31, 2022
- Accounts · 20 to 23Sep 16, 2020 to Mar 31, 2021
- Advisory employees · 14 to 23Sep 16, 2020 to Mar 31, 2021
- Pooled vehicle clients · 20 to 23Sep 16, 2020 to Mar 31, 2021
Signals
12 dated events
- Reverence Capital Partners reported RAUM $18.1B, up 27% from $14.3B (2025-07-21 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Benard Thomas Marcotullio (General Counsel And Chief Compliance Officer) appeared on Schedule A of Reverence Capital PartnersOct 19, 2023 · Control person joined · fact
- K Timothy Saunders (General Counsel And Chief Compliance Officer) no longer on Schedule A of Reverence Capital Partners (listed 2023-05-03, absent 2023-10-19)Oct 19, 2023 · Control person left · inference
- Reverence Capital Partners reported RAUM $11.7B, up 36% from $8.6B (2022-07-28 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Reverence Capital Partners reported RAUM $8.6B, up 52% from $5.7B (2022-02-02 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Reverence Capital Partners reported RAUM $5.7B, up 44% from $4.0B (2020-09-16 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Mae Rachael Dugan (General Counsel And Chief Compliance Officer) no longer on Schedule A of Reverence Capital Partners (listed 2020-09-16, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- K Timothy Saunders (General Counsel And Chief Compliance Officer) appeared on Schedule A of Reverence Capital PartnersMar 31, 2021 · Control person joined · fact
- Reverence Capital Partners reported RAUM $3.9B, up 196% from $1.3B (2019-08-29 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Mae Rachael Dugan (General Counsel And Chief Compliance Officer) appeared on Schedule A of Reverence Capital PartnersJun 19, 2019 · Control person joined · fact
- Reverence Capital Partners reported RAUM $1.3B, up 134% from $567.6M (2018-03-30 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- Reverence Capital Partners, L.P. filed its initial SEC registration (Form ADV)Jun 17, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Reverence Capital Partners · Independent Sponsorsshared crd · capital_provider
- Reverence Capital Partners · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/reverence-capital-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- REVERENCECAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-804-8025reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026