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REVELSTOKE CAPITAL PARTNERS
Legal name: REVELSTOKE CAPITAL MANAGEMENT LLC
CRD 173859File 801-80664
APPROVED
Custody
Filing as of Jun 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$6.70B
Top 25% of cohort (national)
Discretionary AUM
$6.70B
Clients
27
27 accounts
Employees
52
Top 10% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 2, 2015
- Principal office
- 260 N. JOSEPHINE ST., SUITE 500, DENVER, CO, 80206
- Phone
- 303-953-7438
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.70B
- Discretionary AUM
- $6.70B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 27
- Non-discretionary accounts
- 0
- Total accounts
- 27
- AUM per client
- $248.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 27 | $6.70B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — SEE SCHEDULE D - MISCELLANEOUS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 51 | 52 | increased by1 |
| Apr 1, 2026 | Clients | 22 | 27 | increased by5 |
| Apr 1, 2026 | AUM | $4,743,697,862 | $6,698,393,622 | increased by$1,954,695,760 |
| Apr 1, 2026 | Accounts | 22 | 27 | increased by5 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $4,787,730,360 | $4,743,697,862 | decreased by$44,032,498 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 35 | 51 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 18 | 22 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,518,499,102 | $4,787,730,360 | increased by$269,231,258 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 18 | 22 | increased by4 |
| Apr 1, 2022 | Employees | 28 | 35 | increased by7 |
| Apr 1, 2022 | Clients | 14 | 18 | increased by4 |
| Apr 1, 2022 | AUM | $3,111,638,106 | $4,518,499,102 | increased by$1,406,860,996 |
| Apr 1, 2022 | Accounts | 14 | 18 | increased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “REVELSTOKE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“REVELSTOKE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.