Ravello Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,570,000
Total clients
8
88% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$946,250
About
Ravello provides discretionary portfolio management and investment consulting to individuals, trusts, charitable organizations, businesses and qualified retirement plans. Services include customized portfolio construction, implementation and ongoing supervision, with investment policy statements and allocations across equities, fixed income, municipal securities, options and cash positions.
The firm’s investment process is grounded in fundamental research, seeking companies with consistent earnings growth, favorable industry dynamics and discounted intrinsic value, and it typically targets a multi-year holding horizon while retaining flexibility to adjust holdings sooner for rebalancing or client needs. Ravello may employ concentrated portfolios and use options and margin as tactical tools, and its approach can involve more active trading than a strict buy-and-hold strategy.
Noteworthy features include a relatively small number of client relationships and about $7.6 million in discretionary assets, which the brochure indicates supports highly personalized client contact and tailored portfolios; Ravello operates on a fee-only basis and does not accept commissions or performance-based fees. The firm generally recommends Schwab for custody but requires clients to direct their broker-dealer, and it discloses receipt of platform services from recommended custodians that could create potential conflicts of interest.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Options & derivatives strategies
Fee options
1.50% annually
Fee-only: Fee-only advisory services, no commissions or other compensation received
Main office location
Ravello Partners LLC
4 Harvard Road
Sag Harbor NY 11963, United States
Number of offices
1
Most active in
Ravello Partners LLC has reported serving >5 clients in these states in the last 12 months.
New York
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
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