AdvisorCensus / Financial advisors / New York / New York / Reverence Capital Partners
Reverence Capital Partners
Filed as REVERENCE CAPITAL PARTNERS · Legal name Reverence Capital Partners, L.P.
Reverence Capital Partners is an SEC-registered investment advisory firm in New York, NY, registered since 2014, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Reverence Capital Partners compensated?
On its Form ADV (Item 5.E, October 2026), Reverence Capital Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
What does Reverence Capital Partners' brochure say about its fees?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 1.5% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Reverence Capital Partners located?
Reverence Capital Partners' principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Reverence Capital Partners registered with the SEC or a state?
Reverence Capital Partners is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 171471.
How much does Reverence Capital Partners manage?
Reverence Capital Partners reports $18,085,882,544 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have Reverence Capital Partners' assets and staff changed since 2021?
In the Form ADV data for Reverence Capital Partners: Regulatory assets under management: $5,682,730,942 in the October 2021 data and $18,085,882,544 in the October 2026 data, up 218%. Total employees: 32 in October 2021 and 47 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Reverence Capital Partners serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (53).
Does Reverence 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/171471
Does Reverence Capital Partners state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The minimum investment is generally $5 million, though the Firm generally has the discretion to waive such minimum, subject to compliance with applicable law."
What changed in Reverence Capital Partners' recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $14,295,950,401 to $18,085,882,544 (+27%).
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
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 2AAsset-based fee: 1.5% to 2% a year (a range, as the brochure states it)
The brochure's wording
the Firm is generally entitled to receive an annual management fee that ranges from 1.5% to 2.0% per annum of either the applicable Fund’s aggregate investor commitments or net invested capital, subject to certain adjustments.
Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum investment is generally $5 million, though the Firm generally has the discretion to waive such minimum, subject to compliance with applicable law.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$18,085,882,544 as of October 2026, filing dated March 31, 2026.
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.DA 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)
Registration and firm details
Items 1, 2, 5- Legal name
- Reverence Capital Partners, L.P.
- Also doing business as
- REVERENCE CAPITAL PARTNERS LLC, REVERENCE CAPITAL PARTNERS LP
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2014 (12 years)
- Employees
- Total: 47. Performing investment advisory functions: 31.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $18,085,882,544 | 47 | March 31, 2026 |
| October 2025 | $14,295,950,401 | 47 | July 21, 2025 |
| October 2024 | $12,408,082,702 | 47 | June 28, 2024 |
| October 2023 | $11,697,391,049 | 39 | May 3, 2023 |
| October 2022 | $8,626,907,562 | 37 | July 28, 2022 |
| October 2021 | $5,682,730,942 | 32 | March 31, 2021 |
Regulatory assets under management: $5,682,730,942 in the October 2021 data and $18,085,882,544 in the October 2026 data, up 218%.
Total employees: 32 in October 2021 and 47 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- April 2026
- Regulatory assets under management went from $14,295,950,401 to $18,085,882,544 (+27%).
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.ISource: 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. Reverence Capital Partners (CRD 171471): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/reverence-capital-partners-new-york-ny-171471