Black Raven Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,424,857
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
5
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$4,284,971
About
Black Raven Investments, LLC provides ongoing, discretionary portfolio management and tailored investment planning for a very small client base composed primarily of high‑net‑worth individuals, family offices, and charitable organizations. The firm documents client objectives with individual Investment Policy Statements and offers access to a broad set of investments, including private funds and other alternative strategies.
The adviser’s investment process blends fundamental, quantitative, cyclical and technical analysis and may employ both long‑ and short‑term trading across instruments such as equities, fixed income, ETFs, options, short sales and margin. Black Raven sources and manages alternative investment opportunities (venture capital, private equity, private credit, hedge funds and real estate vehicles) alongside separately managed accounts, and utilizes custodial platforms that support derivatives and margin trading.
What is distinctive about the firm is its small scale—roughly $20.8 million in assets under management and only a handful of client relationships—coupled with activities that are uncommon among single‑advisor independent firms: it manages and advises pooled investment vehicles, provides portfolio management for pooled vehicles, accepts performance‑based fees for qualified clients, and uses borrowing and derivatives within separately managed accounts. These features align the firm more with boutique managers that combine individualized advisory work with private fund and opportunistic strategies.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Private / alternative investments
Real estate investing
Wealth management
Occupation focus
Founder/Business Owner
Fee options
1.00% annually
For qualified clients, management fee combined with performance fee (e.g., 2% management fee and 20% performance-based fee) with high-water mark
Main office location
Black Raven Investments, LLC
1420 Celebration Blvd, Suite 200
Celebration FL 34747, United States
Number of offices
2
Most active in
Black Raven Investments, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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