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REVERE CAPITAL MANAGEMENT LP

DALLAS, TX · CRD 306662 · IAPD ↗ · reverecapital.com · 214-227-9337

$138.7MRegulatory AUM
15Advisory reps
29Employees
2Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — REVERE CAPITAL MANAGEMENT LP reported RAUM up 44% ($96.5M -> $138.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
69
April 2025 — REVERE CAPITAL MANAGEMENT LP grew from 11 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2024 — REVERE CAPITAL MANAGEMENT LP reported RAUM down 32% ($176.0M -> $120.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
65
April 2024 — REVERE CAPITAL MANAGEMENT LP now reports custody of client assets ($120.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.