# Revitate Fund Advisor LLC

> 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.

- CRD: 326939
- Filed as: REVITATE FUND ADVISOR LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326939
- AdvisorCensus page: https://advisorcensus.com/firm/revitate-fund-advisor-llc-newport-beach-ca-326939

## Quick answers

**How is Revitate Fund Advisor LLC compensated?**
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.

**Where is Revitate Fund Advisor LLC located?**
Revitate Fund Advisor LLC's principal office is in Newport Beach, CA, according to its Form ADV.

**Is Revitate Fund Advisor LLC registered with the SEC or a state?**
Revitate Fund Advisor LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326939.

**How much does Revitate Fund Advisor LLC manage?**
Revitate Fund Advisor LLC reports $398,604,381 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**How have Revitate Fund Advisor LLC's assets and staff changed since 2024?**
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.

**What types of clients does Revitate Fund Advisor LLC serve?**
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).

**Does Revitate Fund Advisor LLC 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/326939

**What changed in Revitate Fund Advisor LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $398,604,381
- Discretionary: $398,604,381
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $366,213,251 |
| Corporations or other businesses not listed above | 4 | $32,391,130 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2023 (2 years)
- Employees: 15 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- revitate.com
- LinkedIn @revitate
- YouTube @UCtSenYV217plLPUs07Zp6aQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $205,864,423 | 14 | March 29, 2024 |
| October 2025 | $282,779,828 | 16 | March 31, 2025 |
| October 2026 | $398,604,381 | 15 | April 1, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Revitate Fund Advisor LLC (CRD 326939): Form ADV filing data as of October 2026.