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
Revelstoke Capital Partners
Legal name Revelstoke Capital Management LLC
Latest filing Jun 15, 2026
First filing on the tape Nov 24, 2014 · 30 filings
SEC status approved since Jan 2, 2015
RAUM
$6.7B
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
52
47 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
27
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$6.7B as of Jun 15, 2026
Mar 31, 2015$325M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 15, 2026
Mar 31, 20150 then
Employees (5.A)52 as of Jun 15, 2026
Mar 31, 20158 then
Private funds27 as of Jun 15, 2026
Mar 31, 20152 then
RAUM +40% over the last fiscal year+6.7% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 15, 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
- $248MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +40%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, otherreportedItem 5.G
- Custody
- $462M, 3 clientsreportedItem 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
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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$6.7B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 27reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $462M for 3 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
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
23 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Revelstoke Capital Partners Fund III, L.P. | Private Equity Fund | $1.5B | 238 | Mar 31, 2022 |
| Revelstoke Epic Fund I, L.P. | Private Equity Fund | $1.4B | 51 | Dec 10, 2019 |
| Revelstoke Capital Partners Fund II, L.P. | Private Equity Fund | $1.1B | 134 | Jun 29, 2018 |
| Revelstoke Capital Partners LLC | Private Equity Fund | $505M | 39 | Mar 23, 2017 |
| Revelstoke Epic Fund III-A, L.P. | Private Equity Fund | $365M | 2 | Mar 31, 2023 |
| Rcp Monte Nido Co-Investment Fund, L.P. | Private Equity Fund | $287M | 49 | Mar 31, 2023 |
| Revelstoke Epic Fund II, L.P. | Private Equity Fund | $237M | 19 | Mar 31, 2021 |
| Revelstoke Capital Partners Fund I, L.P. | Private Equity Fund | $232M | 49 | Mar 31, 2015 |
| Cns Investors 2, LLC | Private Equity Fund | $88.2M | 7 | Mar 31, 2018 |
| Revelstoke Capital Partners Co-Investment Fund I, L.P. | Private Equity Fund | $60.4M | 49 | Mar 31, 2015 |
| Revelstoke Capital Partners Executive Fund III, L.P. | Private Equity Fund | $55.5M | 61 | Mar 31, 2022 |
| Revelstoke Epic Fund III, L.P. | Private Equity Fund | $48.2M | 11 | Mar 31, 2023 |
| Rcp Fund II Co-Invest-Beacon 2, L.P. | Private Equity Fund | $45.0M | 4 | Dec 10, 2019 |
| Rcp Fund II Co-Invest-Beacon 1, L.P. | Private Equity Fund | $31.4M | 6 | Dec 10, 2019 |
| Rcp Fund II Co-Invest-Datalink 2, L.P. | Private Equity Fund | $14.0M | 7 | Mar 29, 2019 |
| Rcp Fund II Co-Invest-Cei 1, L.P. | Private Equity Fund | $12.2M | 16 | Jun 29, 2018 |
| Rcp Fund II Co-Invest-Cei 2, L.P. | Private Equity Fund | $7.7M | 11 | Jun 29, 2018 |
| Rcp Crossroads Rollover Co-Invest Fund, L.P. | Private Equity Fund | $3.2M | 6 | Mar 31, 2022 |
| Revelstoke Capital Investments LLC | Private Equity Fund | $2.6M | 9 | Mar 23, 2017 |
| Rcp Fund III Employee Co-Invest, L.P. | Private Equity Fund | $2.5M | 26 | Mar 31, 2022 |
| Rcp Fund II Co-Invest-Datalink 1, L.P. | Private Equity Fund | $1.9M | 12 | Mar 29, 2019 |
| Schryver Medical Holdingsno longer reported | Private Equity Fund | $0 | 29 | Mar 23, 2017 |
| Schryver/Trident Investors LLCno longer reported | Private Equity Fund | $0 | 5 | Mar 23, 2017 |
Owners and control persons
Schedule A and B, latest filing
- Adam Simon Bachleda · Founder & Managing Partnercontrolsince 06/2014 · owns less than 5%
- Oliver Blake Bennett · Partner, Chief Financial Officer & Chief Compliance Officercontrolsince 06/2018 · owns less than 5%
- James Russell Cassella · Managing Partnercontrolsince 09/2017 · owns less than 5%
- Adam Simon Bachleda · Manager And Membercontrolsince 06/2014 · owns 75% or more of Revelstoke Capital Advisors, LLC
Entity owners
- Revelstoke, L.P. · Managing Memberdirect · owns 75% or more
- Revelstoke Capital Advisors, LLC · Managing Memberindirect · owns 75% or more of Revelstoke LP General Partner LLC
- Revelstoke Capital Advisors, LLC · Limited Partnerindirect · owns 75% or more of Revelstoke, L.P.
- Revelstoke LP General Partner LLC · General Partnerindirect · owns F of Revelstoke, L.P.
Related persons
Schedule D 7.A
- Rcp Crossroads Co-Invest Fund Gp LLCpooled vehicle sponsorn
- Rcp Fund I Gp LLCpooled vehicle sponsorn
- Rcp Fund II Co-Invest Gp-Beacon LLCpooled vehicle sponsorn
- Rcp Fund II Co-Invest Gp-Cei LLCpooled vehicle sponsorn
- Rcp Fund II Co-Invest Gp-Datalink LLCpooled vehicle sponsorn
- Rcp Fund II Gp LLCpooled vehicle sponsorn
- Rcp Fund III Gp LLCpooled vehicle sponsorn
- Rcp Monte Nido Co-Investment Gp, LLCpooled vehicle sponsorn
- Revelstoke Capital Partners LLCpooled vehicle sponsorn
- Revelstoke Epic Fund I Gp, LLCpooled vehicle sponsorn
- Revelstoke Epic Fund II Gp, LLCpooled vehicle sponsorn
- Revelstoke Epic Fund III Gp LLCpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 22 to 27Aug 21, 2025 to Mar 31, 2026
- Advisory employees · 46 to 47Aug 21, 2025 to Mar 31, 2026
- Pooled vehicle clients · 22 to 27Aug 21, 2025 to Mar 31, 2026
- Assets in custody · $259M to $462MAug 21, 2025 to Mar 31, 2026
- Employees · 51 to 52Aug 21, 2025 to Mar 31, 2026
- Private funds · 22 to 27Aug 21, 2025 to Mar 31, 2026
- Discretionary RAUM · $4.7B to $6.7BAug 21, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $4.7B to $6.7BAug 21, 2025 to Mar 31, 2026
- RAUM · $4.7B to $6.7BAug 21, 2025 to Mar 31, 2026
- Assets in custody · $259M to $259MMar 29, 2025 to Aug 21, 2025
- Discretionary RAUM · $4.8B to $4.7BMar 29, 2025 to Aug 21, 2025
- Pooled vehicle RAUM · $4.8B to $4.7BMar 29, 2025 to Aug 21, 2025
- RAUM · $4.8B to $4.7BMar 29, 2025 to Aug 21, 2025
- Accounts · 21 to 22Aug 15, 2024 to Mar 29, 2025
- Advisory employees · 47 to 46Aug 15, 2024 to Mar 29, 2025
- Pooled vehicle clients · 21 to 22Aug 15, 2024 to Mar 29, 2025
- Assets in custody · $337M to $259MAug 15, 2024 to Mar 29, 2025
- Financial planning clients · unset to Aug 15, 2024 to Mar 29, 2025
- Private funds · 21 to 22Aug 15, 2024 to Mar 29, 2025
- Discretionary RAUM · $5.5B to $4.8BAug 15, 2024 to Mar 29, 2025
- Pooled vehicle RAUM · $5.5B to $4.8BAug 15, 2024 to Mar 29, 2025
- RAUM · $5.5B to $4.8BAug 15, 2024 to Mar 29, 2025
- Advisory employees · 41 to 47May 11, 2023 to Mar 30, 2024
- Assets in custody · $340M to $337MMay 11, 2023 to Mar 30, 2024
- Employees · 44 to 51May 11, 2023 to Mar 30, 2024
- Discretionary RAUM · $5.5B to $5.5BMay 11, 2023 to Mar 30, 2024
- Pooled vehicle RAUM · $5.5B to $5.5BMay 11, 2023 to Mar 30, 2024
- RAUM · $5.5B to $5.5BMay 11, 2023 to Mar 30, 2024
- Accounts · 18 to 21Jul 25, 2022 to Mar 31, 2023
- Advisory employees · 17 to 41Jul 25, 2022 to Mar 31, 2023
- Pooled vehicle clients · 18 to 21Jul 25, 2022 to Mar 31, 2023
- Assets in custody · $254M to $340MJul 25, 2022 to Mar 31, 2023
- Employees · 35 to 44Jul 25, 2022 to Mar 31, 2023
- Private funds · 18 to 21Jul 25, 2022 to Mar 31, 2023
- Discretionary RAUM · $4.5B to $5.5BJul 25, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $4.5B to $5.5BJul 25, 2022 to Mar 31, 2023
- RAUM · $4.5B to $5.5BJul 25, 2022 to Mar 31, 2023
- Accounts · 14 to 18Jun 28, 2021 to Mar 31, 2022
- Advisory employees · 15 to 17Jun 28, 2021 to Mar 31, 2022
- Pooled vehicle clients · 14 to 18Jun 28, 2021 to Mar 31, 2022
Signals
8 dated events
- Revelstoke Capital Partners reported RAUM $6.7B, up 41% from $4.7B (2025-08-21 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Revelstoke Capital Partners reported RAUM $4.5B, up 45% from $3.1B (2021-06-28 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Revelstoke Capital Partners reported RAUM $3.1B, up 29% from $2.4B (2020-10-13 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Jackson Dale Meyer (Partner - Investor Relations) no longer on Schedule A of Revelstoke Capital Partners (listed 2020-10-13, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Revelstoke Capital Partners reported RAUM $2.3B, up 97% from $1.2B (2019-06-19 to 2019-12-10)Dec 10, 2019 · RAUM change · derived
- Revelstoke Capital Partners reported RAUM $911.1M, up 69% from $538.7M (2018-03-31 to 2018-06-29)Jun 29, 2018 · RAUM change · derived
- Revelstoke Capital Partners reported RAUM $538.7M, down 45% from $976.2M (2017-09-25 to 2018-03-31)Mar 31, 2018 · RAUM change · derived
- Revelstoke Capital Management Llc filed its initial SEC registration (Form ADV)Nov 24, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Revelstoke Capital Partners · Independent Sponsorsshared crd · capital_provider
- Revelstoke Capital Partners · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/revelstoke-capital-partners-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- revelstokecapital.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 303-953-7438reportedpublic record, Form ADV, Jun 15, 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