R
Revelations Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$44,491
Clients
4
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage account size
$11,123
About
Revelations Asset Management LLC provides discretionary portfolio management to high‑net‑worth individuals and corporate/business entities, focusing primarily on equities, ETFs and non‑U.S. securities. The firm documents each client’s situation in an Investment Policy Statement and delivers ongoing portfolio monitoring and periodic reporting.
The adviser relies on fundamental analysis and implements a range of strategies, including long‑ and short‑term trading as well as short sales, margin and options, with trading carried out under discretionary authority. RAML discloses and manages conflicts that arise from its compensation arrangements and trading practices, and it describes safeguards to seek fair allocation of investment opportunities across clients.
What distinguishes the firm from many peers is its small scale—assets and client count are very limited—and its use of performance‑based compensation rather than a standard percentage‑of‑AUM fee model, an arrangement that is uncommon among independent advisers. The brochure also notes the firm does not accept client‑imposed investment exclusions based on values or beliefs, employs higher‑risk trading techniques, and has an affiliated family investment vehicle, details prospective clients may wish to consider.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
0.00% annual management fee plus 10.00% performance fee on capital appreciation with high water mark
Account minimum: $1,100,000
Main office location
Revelations Asset Management LLC
Greenwich CT, United States
Number of offices
1
Most active in
Revelations Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut · 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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