DFX Intelligence
RIA Intelligence
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SEC-registered adviser
R••••• C•••••• M••••••••• L•
Latest filing Aug 5, 2026
First filing on the tape Jan 3, 2020 · 14 filings
SEC status approved since Feb 3, 2020
RAUM
$139M
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
29
15 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$139M as of Aug 5, 2026
Mar 23, 2021$97.7M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 5, 2026
Mar 23, 20210 then
Employees (5.A)29 as of Aug 5, 2026
Mar 23, 202120 then
Private funds2 as of Aug 5, 2026
Mar 23, 20211 then
RAUM n/a over the last fiscal year-7.6% a year over three
Practice profile
derived from the filing of Aug 5, 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
- $34.7MderivedRAUM 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
- unknownderivedbetween 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 individuals, portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- 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)
- 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 hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$139M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| R••••• C••••• O••••••••• F••• I••• L• | Other Private Fund | $110M | 72 | Jan 3, 2020 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• C••••• B••••• · Founder, Principalcontrolsince 11/2012 · owns 75% or more
- H•••••• B••••••• · Chief Compliance Officercontrolsince 11/2013 · owns less than 5%
- B•••••• C••••• B••••• · Managing Membercontrolsince 10/2015 · owns 75% or more of R••••• C•••••• C•••
Entity owners
- R••••• C•••••• C••• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- R••••• C•••••• C••••y
- R••••• C•••••• L••y
- R••••• F••• I•• G•• L•pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Employees · 24 to 29May 1, 2025 to Mar 31, 2026
- Discretionary RAUM · $96.5M to $139MMay 1, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $96.5M to $139MMay 1, 2025 to Mar 31, 2026
- RAUM · $96.5M to $139MMay 1, 2025 to Mar 31, 2026
- Accounts · 3 to 4May 6, 2024 to May 1, 2025
- Advisory employees · 11 to 15May 6, 2024 to May 1, 2025
- Advisory activities · 2 to 3May 6, 2024 to May 1, 2025
- Pooled vehicle clients · 3 to 4May 6, 2024 to May 1, 2025
- Assets in custody · 10511807.0 to unsetMay 6, 2024 to May 1, 2025
- Custody of client assets · true to falseMay 6, 2024 to May 1, 2025
- Employees · 21 to 24May 6, 2024 to May 1, 2025
- Financial planning clients · unset to May 6, 2024 to May 1, 2025
- Private funds · 1 to 2May 6, 2024 to May 1, 2025
- Discretionary RAUM · $110M to $96.5MMay 6, 2024 to May 1, 2025
- Non-discretionary RAUM · $10.0M to $0May 6, 2024 to May 1, 2025
- Pooled vehicle RAUM · $110M to $96.5MMay 6, 2024 to May 1, 2025
- RAUM · $120M to $96.5MMay 6, 2024 to May 1, 2025
- Accounts · 5 to 3Jun 22, 2023 to Mar 8, 2024
- Advisory employees · 13 to 11Jun 22, 2023 to Mar 8, 2024
- Advisory activities · 1 to 2Jun 22, 2023 to Mar 8, 2024
- Pooled vehicle clients · 4 to 3Jun 22, 2023 to Mar 8, 2024
- Assets in custody · unset to 10511807.0Jun 22, 2023 to Mar 8, 2024
- Custody of client assets · false to trueJun 22, 2023 to Mar 8, 2024
- Employees · 19 to 21Jun 22, 2023 to Mar 8, 2024
- Discretionary RAUM · $162M to $110MJun 22, 2023 to Mar 8, 2024
- Non-discretionary RAUM · $14.0M to $10.0MJun 22, 2023 to Mar 8, 2024
- Pooled vehicle RAUM · $162M to $110MJun 22, 2023 to Mar 8, 2024
- RAUM · $176M to $120MJun 22, 2023 to Mar 8, 2024
- Employees · 23 to 19Jun 22, 2022 to Mar 24, 2023
- Discretionary RAUM · $196M to $162MJun 22, 2022 to Mar 24, 2023
- Non-discretionary RAUM · $20.0M to $14.0MJun 22, 2022 to Mar 24, 2023
- Pooled vehicle RAUM · $196M to $162MJun 22, 2022 to Mar 24, 2023
- RAUM · $216M to $176MJun 22, 2022 to Mar 24, 2023
- Accounts · 1 to 5Jun 2, 2021 to Mar 24, 2022
- Advisory employees · 11 to 13Jun 2, 2021 to Mar 24, 2022
- Pooled vehicle clients · 3 to 4Jun 2, 2021 to Mar 24, 2022
- Employees · 20 to 23Jun 2, 2021 to Mar 24, 2022
- Discretionary RAUM · $97.7M to $196MJun 2, 2021 to Mar 24, 2022
- Non-discretionary RAUM · $0 to $20.0MJun 2, 2021 to Mar 24, 2022
- Pooled vehicle RAUM · $97.7M to $196MJun 2, 2021 to Mar 24, 2022
Signals
3 dated events
- R••••• C•••••• M••••••••• L• reported RAUM $215.7M, up 121% from $97.7M (2021-06-02 to 2022-03-24)Mar 24, 2022 · RAUM change · derived
- R••••• C•••••• M••••••••• L• reported RAUM $97.7M, down 57% from $226.2M (2020-02-27 to 2021-03-23)Mar 23, 2021 · RAUM change · derived
- R••••• C•••••• M••••••••• L• filed its initial SEC registration (Form ADV)Jan 3, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- R••••• C•••••• M••••••••• L• · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/revere-capital-llcreportedpublic record, Form ADV, Sep 21, 2026
- Website
- r•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 214-227-9337reportedpublic record, Form ADV, Aug 5, 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