Reverence Capital Partners
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Overview
Reverence Capital Partners is a financial advisor company headquartered in New York, New York. The firm handles $11.7 billion in assets throughout 35 accounts, placing it among the biggest investment advisory firms in the United States by assets under management (AUM). It has a small team, including 31 financial advisors. Reverence Capital Partners is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets such as bonds, options and equities.
Reverence Capital Partners manages all of its client assets in a discretionary manner. Discretionary management is a structure in which transaction choices for the client's account are made by an investment advisor without needing client approval. The firm's typical account size is $334.2 million. The typical advisor at Reverence Capital Partners oversees around one client account, making it one of the most personalized advisor firms in the country.
The company's main office is at 590 Madison Avenue, New York, New York 10022.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Reverence Capital Partners by the Numbers
$11.7 billion
39
35
$334.2 million
Fee Structure
Fees charged by financial advisors largely vary depending on which services are provided. However, fee types charged by Reverence Capital Partners may include some blend of the following fee structures: asset-based or performance-based. The firm does not provide a wrap fee program, in which the firm 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
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Out of its 35 customers, Reverence Capital Partners's largest client type is pooled investment vehicles. None of the firm's accounts are represented by non-U.S. persons.
- 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
Reverence Capital Partners does not have any disclosures.
Please visit its Form ADV for more details.
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