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RAVELLO PARTNERS LLC
CRD 164718
4 HARVARD ROAD, SAG HARBOR, NY, 11963, United States
Phone
917-331-7706
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$7.6M
Discretionary AUM
$7.6M
Team
1 total employees; 1 advisory reps; 8 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2025-06-08
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $160K |
| High net worth individuals | 7 | $7.4M |
All web addresses on file
Official SEC filing: View on IAPD