|
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| Revolve Wealth Partners LLC
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| |
|---|---|
| CRD # | 286643 |
| SEC # | 801-110397 |
| CIK # | 0001808992 |
| AUM | $1.0 BB (2024-07-02) |
| Employees | 18 (67% Investors, 0% Brokers) |
| Phone | 201-373-2163 |
| Address | 411 Hackensack Avenue Hackensack, NJ 07601 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 12.4 | |
| MSFT | 1,918,222.4 | 10.5 | |
| NVDA | 399,550.0 | 9.5 | |
| AMZN | 1,092,997.8 | 8.1 | |
| AMGN | 130,083.0 | 5.3 | |
| META | 434,852.0 | 4.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 367 | 161.9 |
| (b) Individuals (high net worth individuals) | 233 | 849.2 |
| (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 | 24 | 28.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 3,876 | 1,039.8 |
| By Discretionary | ||
| Discretionary | 3,876 | 1,039.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,876 | 1,039.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,039.8 | |
| Total | 3,876 | 1,039.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001808992] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Steigerwald Gordon & Koch Inc
✚
|
VA | 1.1 |
|
Penobscot Investment Management Company Inc
✚
|
MA | 1.0 |
|
Kingswood Wealth Advisors LLC
✚
|
CA | 1.0 |
|
Middleton & Company Inc
✚
|
MA | 1.0 |
|
MSH Capital Advisors LLC
✚
|
AZ | 1.0 |
|
Diaphanum Americas LLC
✚
|
1.0 | |
|
Capital Investment Services of America Inc
✚
|
WI | 1.0 |
|
Corrigan Financial Inc
✚
|
RI | 1.0 |
|
North Pier Fiduciary Management LLC
✚
|
CA | 1.0 |
|
PYA Waltman Capital LLC
✚
|
TN | 1.0 |