AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Colorado / Denver / Revelstoke Capital Partners

Revelstoke Capital Partners

Denver, COSEC-registered investment adviserCRD 173859

Filed as REVELSTOKE CAPITAL PARTNERS · Legal name Revelstoke Capital Management LLC

Revelstoke Capital Partners is an SEC-registered investment advisory firm in Denver, CO, registered since 2015, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 15, 2026.

11 years
registered since 2015
$6,698,393,622
assets under management
3 arrangements
Percentage of assets, Performance-based and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Revelstoke Capital Partners compensated?

On its Form ADV (Item 5.E, October 2026), Revelstoke Capital Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

Where is Revelstoke Capital Partners located?

Revelstoke Capital Partners' principal office is in Denver, CO, according to its Form ADV.

Is Revelstoke Capital Partners registered with the SEC or a state?

Revelstoke Capital Partners is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 173859.

How much does Revelstoke Capital Partners manage?

Revelstoke Capital Partners reports $6,698,393,622 in regulatory assets under management in its Form ADV filing dated June 15, 2026 (100% discretionary).

How have Revelstoke Capital Partners' assets and staff changed since 2021?

In the Form ADV data for Revelstoke Capital Partners: Regulatory assets under management: $3,111,638,106 in the October 2021 data and $6,698,393,622 in the October 2026 data, up 115%. Total employees: 28 in October 2021 and 52 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Revelstoke Capital Partners serve?

By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (27).

Does Revelstoke Capital Partners report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173859

What changed in Revelstoke Capital Partners' recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 46 to 47. Regulatory assets under management went from $4,743,697,862 to $6,698,393,622 (+41%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Performance-based fees
  • Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$6,698,393,622

$6,698,393,622 as of October 2026, filing dated June 15, 2026.

Discretionary: $6,698,393,622.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Pooled investment vehicles (other than investment companies and business development companies)
Clients 27 Assets $6,698,393,622 (100%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other

Registration and firm details

Items 1, 2, 5
Legal name
Revelstoke Capital Management LLC
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2015 (11 years)
Employees
Total: 52. Performing investment advisory functions: 47.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
CO

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$3.11B 2021 $4.52B 2022 $5.52B 2023 $5.49B 2024 $4.79B 2025 $6.7B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$6,698,393,62252June 15, 2026
October 2025$4,787,730,36051March 29, 2025
October 2024$5,493,402,57751August 15, 2024
October 2023$5,519,594,81544May 11, 2023
October 2022$4,518,499,10235July 25, 2022
October 2021$3,111,638,10628June 28, 2021

Regulatory assets under management: $3,111,638,106 in the October 2021 data and $6,698,393,622 in the October 2026 data, up 115%.

Total employees: 28 in October 2021 and 52 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 46 to 47.
    • Regulatory assets under management went from $4,743,697,862 to $6,698,393,622 (+41%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
montmere.corevelstokecapital.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Revelstoke Capital Partners (CRD 173859): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/revelstoke-capital-partners-denver-co-173859