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| Keyboard |
| Revere Asset Management Inc
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|---|---|
| CRD # | 152881 |
| SEC # | 801-126706 |
| CIK # | 0001849529 |
| AUM | 407.9 M (2026-02-13) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 855-732-5932 |
| Address | 825 Watters Creek Blvd Allen, TX 75013 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 2.5 | ||
| Teradyne Inc | 0.5 | ||
| Apple Inc | 0.3 | ||
| Fastly Inc | 0.3 | ||
| Solstice Advanced Materials Inc | 0.3 | ||
| Duke Energy Corp | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Oroplata Resources Inc | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 395 | 203.8 |
| (b) Individuals (high net worth individuals) | 105 | 204.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,110 | 407.9 |
| By Discretionary | ||
| Discretionary | 1,110 | 407.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,110 | 407.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 407.5 | |
| Total | 1,110 | 407.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001849529] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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Range Financial Group LLC
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Heritage Financial LLC
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Quad City Investment Advisors LLC
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Navigoe LLC
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MAXQ Asset Management LLC
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Compass Financial Services Inc
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|
Wealthcare Capital Partners LLC
✚
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PA | 407.4 M |
|
Jr Prunier Capital Management LLC
✚
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