Revelstoke Capital Partners
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Learn more about Revelstoke Capital Partners
Overview
Revelstoke Capital Partners operates as an advisory company headquartered in Denver, Colorado. The firm administers $5.5 billion in assets over 21 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management (AUM). The firm has an average-sized team, including 41 financial advisors. Revelstoke Capital Partners is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are tradable financial assets such as bonds, stocks and options.
Revelstoke Capital Partners administers all of the company's client assets in a discretionary manner. Discretionary management signifies that transaction judgments are made by a portfolio manager without requiring client permission. The company administers about $262.8 million for each customer account. The typical advisor at Revelstoke Capital Partners administers fewer than one client account, making it one of the most individualized firms in the country.
The firm's main office is located at 260 N. Josephine St., Denver, Colorado 80206. It is registered to serve customers in the state of Colorado.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Revelstoke Capital Partners by the Numbers
$5.5 billion
44
21
$262.8 million
Fee Structure
Financial management fees depend on which services are offered. Fee types billed by the firm likely are comprised of any blend of the following fee structures: asset-based, performance-based or other. Revelstoke Capital Partners does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
It works with pooled investment vehicles. Out of its 21 clients, Revelstoke Capital Partners's biggest client is pooled investment vehicles. None of its clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Revelstoke Capital Partners does not have any disclosures.
Please visit its Form ADV for more details.
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