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Reverence Capital Partners

SEC-registered adviser since 2014New York, NYCRD 171471

53
Clients
31
Advisory staff

From Form ADV filed 31 March 2026 · data retrieved 15 October 2026SEC record

Reverence Capital Partners is an investment adviser headquartered in New York, New York, and registered with the SEC since 2014. Its clients include pooled investment vehicles.

Its services include portfolio management for pooled vehicles. Fee arrangements include a percentage of assets under management and performance-based fees. Milton Berlinski owns 50% to 75% of Reverence Capital Partners.

Clients

Reverence Capital Partners serves 53 clients. The average client has about $341 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles53 clients100%
Show client breakdown
Pooled investment vehicles
Clients
53
Regulatory AUM
$18,085,882,544
Share
100.0%
Avg. per client
$341.2M

Total

Clients
53
Regulatory AUM
$18,085,882,544
Share
100%
Avg. per client
$341.2M

What it does

Reverence Capital Partners provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.

Reverence Capital Partners advises 47 private funds.

100.0% of assets ($18.09B across 53 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Reverence Capital Partners has custody of client assets.

Managed account assets by custodian
  • All other custodians$18.09B100%

Ownership and leadership

Milton Berlinski owns 50% to 75% of Reverence Capital Partners.

Who owns the firm
Reverence Capital Partners, L.P.· the adviser
  • Milton Berlinski

    Control person · since July 2013

    Owns 50% to 75% of Reverence Capital Partners, L.P.
  • MRB Icbc LLC

    Control person · since June 2014

    Owns 25% to 50% of Reverence Capital Partners, L.P.
  • Peter Aberg

    Control person · since July 2013

    Owns 10% to 25% of Reverence Capital Partners, L.P.
  • Zaaz Capital Partners, LLC

    Control person · since June 2014

    Owns 10% to 25% of Reverence Capital Partners, L.P.

Leadership

  • Thomas Marcotullio
    General Counsel and Chief Compliance Officer
  • Peter Aberg
    Limited Partner and Partner
  • Milton Berlinski
    Limited Partner and Managing Partner

Staff

  • 47 employees
  • 31 in advisory functions
  • 1 broker-dealer rep

Reported holdings

Reverence Capital Partners’ reported 13F holdings total $537.6M across 1 positions, and the ten largest make up 100.0% of it.

$537.6M
Reported 13F value
1
Positions
100.0%
In the 10 largest
+13.4%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. Flagstar Bank National Assoc100.0%

Together, the ten largest are 100.0% of reported value.

The 1 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 28 July 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $537.6M is not its $18.09B in regulatory assets and does not represent any individual client's portfolio.

Fees

Reverence Capital Partners is paid through a percentage of assets under management and performance-based fees.

Reverence Capital Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Reverence Capital Partners has 1 office, with 2 listed addresses across 2 states.

Listed office addresses by state

New York · 1 listed address

  • 590 Madison Avenue, 29th Floor, New YorkHQ

Other business names

Reverence Capital Partners has reported 2 other business names to the SEC.

  • Reverence Capital Partners LLC
  • Reverence Capital Partners LP

Registration details

Legal name
Reverence Capital Partners, L.P.
Headquarters
590 Madison Avenue, 29th Floor, New York, NY 10022
SEC file
801-79964
Structure
Delaware limited partnership
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Reverence Capital Partners have?

Reverence Capital Partners has 53 clients and manages $18.1 billion for them, as of March 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026

What services does Reverence Capital Partners offer?

Reverence Capital Partners provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Reverence Capital Partners have?

Reverence Capital Partners has 0 investment adviser representatives registered with state securities authorities, out of 47 employees, and 31 perform investment advisory functions. 1 are registered representatives of a broker-dealer and 0 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Reverence Capital Partners?

Reverence Capital Partners is owned through holding companies by the Berlinski Family 2006 Trust and Alexander Chulack. Its direct owners are Milton Berlinski (50% to 75%), Peter Aberg (10% to 25%), MRB Icbc LLC (25% to 50%) and Zaaz Capital Partners, LLC (10% to 25%).

Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026

How does Reverence Capital Partners get paid?

Reverence Capital Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 31 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 171471.
  3. Form 13F-HR, filed 28 July 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Reverence Capital Partners, L.P. and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.