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RAVELLO PARTNERS LLC

Advisory

SAG HARBOR, NY

Data as of Aug 13, 2026 · Source: SEC Form ADV

Rank in NY
#5,342
of 5,722 advisers by AUM
Average account
$946K
across 8 accounts
AUM per adviser
$8M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 13, 2026.

Total AUM
$8M
Discretionary %
100%
Clients
8
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$8M
Discretionary AUM$8M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients8
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

FOGEL NEALE WEALTH MANAGEMENT, LLC
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$8M
+54.4% 1Y
PECKS MANAGEMENT PARTNERS LTD
NEW YORK, NY
$8M
-0.1% 1Y
HNP CAPITAL FUND MANAGEMENT GROUP, LLC
PITTSFORD, NY
$8M
-20.0% 1Y
JASPER ASSET MANAGEMENT, LLC
NEW YORK, NY
$8M
-70.2% 1Y
STONECASTLE ASSET MANAGEMENT, LLC
NEW YORK, NY
$8M
0.0% 1Y
FIRST SHELBOURNE LLC
$8M

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