{
  "crd_number": 326939,
  "slug": "revitate-fund-advisor-llc-newport-beach-ca-326939",
  "primary_business_name": "REVITATE FUND ADVISOR LLC",
  "legal_name": "REVITATE FUND ADVISOR LLC",
  "dbas": [],
  "city": "Newport Beach",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-11-15",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": 398604381.0,
  "raum_discretionary": 398604381.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 15,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 366213251.0,
      "count": 9
    },
    "corporations_other_businesses": {
      "raum": 32391130.0,
      "count": 4
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://linkedin.com/company/revitate",
    "https://revitate.com",
    "https://youtube.com/channel/UCtSenYV217plLPUs07Zp6aQ"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326939",
  "city_as_filed": "NEWPORT BEACH",
  "url": "https://advisorcensus.com/firm/revitate-fund-advisor-llc-newport-beach-ca-326939",
  "display_name": "Revitate Fund Advisor LLC",
  "summary": "Revitate Fund Advisor LLC is an SEC-registered investment advisory firm in Newport Beach, CA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.",
  "citation": "AdvisorCensus. Revitate Fund Advisor LLC (CRD 326939): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Revitate Fund Advisor LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Revitate Fund Advisor LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Revitate Fund Advisor LLC located?",
      "a": "Revitate Fund Advisor LLC's principal office is in Newport Beach, CA, according to its Form ADV."
    },
    {
      "q": "Is Revitate Fund Advisor LLC registered with the SEC or a state?",
      "a": "Revitate Fund Advisor LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326939."
    },
    {
      "q": "How much does Revitate Fund Advisor LLC manage?",
      "a": "Revitate Fund Advisor LLC reports $398,604,381 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Revitate Fund Advisor LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Revitate Fund Advisor LLC: Regulatory assets under management: $205,864,423 in the October 2024 data and $398,604,381 in the October 2026 data, up 94%. Total employees: 14 in October 2024 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Revitate Fund Advisor LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9); corporations or other businesses not listed above (4)."
    },
    {
      "q": "Does Revitate Fund Advisor LLC report any disciplinary disclosures?",
      "a": "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/326939"
    },
    {
      "q": "What changed in Revitate Fund Advisor LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Employees performing advisory functions went from 7 to 6. Regulatory assets under management went from $282,779,828 to $398,604,381 (+41%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 205864423.0,
      "total_employees": 14,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 282779828.0,
      "total_employees": 16,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 398604381.0,
      "total_employees": 15,
      "filing_date": "2026-04-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 6.",
        "Regulatory assets under management went from $282,779,828 to $398,604,381 (+41%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/revitate-fund-advisor-llc-newport-beach-ca-326939.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 366213251.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": false,
      "raum": 32391130.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326939",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}