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.
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SEC-registered adviser
R••••••• F••• A•••••• L••
Latest filing Apr 1, 2026
First filing on the tape Oct 19, 2023 · 5 filings
SEC status approved since Nov 15, 2023
RAUM
$399M
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
15
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
7
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$399M as of Apr 1, 2026
Mar 29, 2024$206M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 1, 2026
Mar 29, 20240 then
Employees (5.A)15 as of Apr 1, 2026
Mar 29, 202414 then
Private funds7 as of Apr 1, 2026
Mar 29, 20244 then
RAUM +41% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Apr 1, 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
- $30.7MderivedRAUM 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
- +41%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 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 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$366M92%
- Corporations and businesses$32.4M8.1%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 13reported
- 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=0.92 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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| R•••• F••• I••• L• | Real Estate Fund | $41.2M | 36 | Oct 19, 2023 |
| R••••••• I••••• O• F••• 2•••• L• | Real Estate Fund | $39.3M | 15 | Oct 19, 2023 |
| R•••• F••• I•• L• | Real Estate Fund | $32.1M | 32 | Oct 19, 2023 |
| R•••• P••••••• F••• I••• L• | Real Estate Fund | $17.3M | 18 | Oct 19, 2023 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• A••••••••• S••••••• · Managing Membercontrolsince 06/2022 · owns 50% to 75%
- H••••• M••••••• F•••••• · Chief Compliance Officercontrolsince 02/2024 · owns less than 5%
- L•••• R•••• J••• · Chief Finanacial Officercontrolsince 02/2024 · owns less than 5%
- M•••••• L•••• B•••••• · Managing Membercontrolsince 06/2022 · owns 50% to 75%
- M•••••••• K••••• N•• · Chief Operating Officercontrolsince 07/2022 · owns less than 5%
Related persons
Schedule D 7.A
- R••••••• I••••• O• F••• 2••• G• L••pooled vehicle sponsorn
- R•••• F••• G• L••pooled vehicle sponsorn
- R•••• F••• I•• G• L••pooled vehicle sponsorn
- R•••• P••••••• F••• I•• G• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 14 to 13Feb 10, 2026 to Apr 1, 2026
- Advisory employees · 7 to 6Feb 10, 2026 to Apr 1, 2026
- BD registered reps · 1 to 0Feb 10, 2026 to Apr 1, 2026
- Pooled vehicle clients · 10 to 9Feb 10, 2026 to Apr 1, 2026
- Employees · 16 to 15Feb 10, 2026 to Apr 1, 2026
- Discretionary RAUM · $283M to $399MFeb 10, 2026 to Apr 1, 2026
- Pooled vehicle RAUM · $252M to $366MFeb 10, 2026 to Apr 1, 2026
- RAUM · $283M to $399MFeb 10, 2026 to Apr 1, 2026
- Accounts · 10 to 14Mar 29, 2024 to Mar 31, 2025
- Advisory employees · 6 to 7Mar 29, 2024 to Mar 31, 2025
- BD registered reps · 2 to 1Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 6 to 10Mar 29, 2024 to Mar 31, 2025
- Employees · 14 to 16Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Private funds · 4 to 7Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $206M to $283MMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $176M to $252MMar 29, 2024 to Mar 31, 2025
- RAUM · $206M to $283MMar 29, 2024 to Mar 31, 2025
- Accounts · 4 to 10Oct 19, 2023 to Mar 29, 2024
- Advisory employees · 8 to 6Oct 19, 2023 to Mar 29, 2024
- Advisory activities · 1 to 2Oct 19, 2023 to Mar 29, 2024
- BD registered reps · 0 to 2Oct 19, 2023 to Mar 29, 2024
- Corporate clients · unset to 4.0Oct 19, 2023 to Mar 29, 2024
- Pooled vehicle clients · 4 to 6Oct 19, 2023 to Mar 29, 2024
- Employees · 8 to 14Oct 19, 2023 to Mar 29, 2024
- Discretionary RAUM · $120M to $206MOct 19, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $120M to $176MOct 19, 2023 to Mar 29, 2024
- RAUM · $120M to $206MOct 19, 2023 to Mar 29, 2024
Signals
5 dated events
- R••••••• F••• A•••••• L•• reported RAUM $398.6M, up 41% from $282.8M (2026-02-10 to 2026-04-01)Apr 1, 2026 · RAUM change · derived
- Francis Michael Hogan (Chief Compliance Officer) appeared on Schedule A of R••••••• F••• A•••••• L••Mar 29, 2024 · Control person joined · fact
- John Ryan Loch (Chief Finanacial Officer) appeared on Schedule A of R••••••• F••• A•••••• L••Mar 29, 2024 · Control person joined · fact
- John Michael Barrett (Chief Financial Officer/Chief Compliance Officer) no longer on Schedule A of R••••••• F••• A•••••• L•• (listed 2023-10-19, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- R••••••• F••• A•••••• L•• filed its initial SEC registration (Form ADV)Oct 19, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- R••••••• F••• A•••••• L•• · Independent Sponsorsshared crd · capital_provider
- R••••••• F••• A•••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/revitatereportedpublic record, Form ADV, Sep 18, 2026
- Website
- r•••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 949-522-5604reportedpublic record, Form ADV, Apr 1, 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
Across the graphs
R••••••• F••• A•••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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