RAVELLO PARTNERS LLC

RAVELLO PARTNERS LLC of SAG HARBOR, NY is an SEC-registered investment adviser (CRD 164718). Regulatory assets under management: $7.6M.

Registration

• CRD: 164718
• Type: Registered investment adviser
• Location: 4 HARVARD ROAD, SAG HARBOR, NY, 11963
• Phone: 917-331-7706
• Latest filing: 2025-06-08
• Regulatory AUM: $7.6M
• Discretionary AUM: $7.6M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164718 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search