{"url":"https://nivawealth.com/firms/reverence-capital-partners-171471","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/171471","regulatoryAum":18085882544,"crd":"171471","secFileNumber":"801-79964","legalName":"Reverence Capital Partners, L.P.","displayName":"Reverence Capital Partners","website":"http://www.reverencecapital.com","linkedinUrl":"https://www.linkedin.com/company/reverence-capital-partners","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"590 Madison Avenue, 29th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10022"},"tradeNames":["Reverence Capital Partners LLC","Reverence Capital Partners LP"],"registration":{"secApproved":"30 June 2014","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":47,"advisory":31,"brokerDealerReps":1,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":18085882544,"discretionaryAccounts":53,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":53,"regulatoryAum":18085882544}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Reverence Capital Partners has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Thomas Marcotullio","title":"General Counsel and Chief Compliance Officer","crd":"7823521"},{"name":"Peter Aberg","title":"Limited Partner and Partner","crd":"1199594"},{"name":"Milton Berlinski","title":"Limited Partner and Managing Partner","crd":"1710939"}],"ownership":[{"label":"Milton Berlinski","detail":"Limited partner and managing partner in the 50% to 75% ownership band and a control person, since July 2013. Also a managing member of Reverence Capital Partners LLC in the 75% or more band and a control person, since June 2013."},{"label":"Peter Aberg","detail":"Limited partner and partner in the 10% to 25% ownership band and a control person, since July 2013."},{"label":"MRB Icbc LLC","detail":"Member in the 25% to 50% ownership band and a control person, since June 2014."},{"label":"Zaaz Capital Partners, LLC","detail":"Member in the 10% to 25% ownership band and a control person, since June 2014."},{"label":"The Berlinski Family 2006 Trust","detail":"Indirect owner: a member of MRB Icbc LLC in the 75% or more band and a control person, since June 2014.","parent":"MRB Icbc LLC"},{"label":"Alexander Chulack","detail":"Indirect owner: a managing member of Zaaz Capital Partners, LLC in the 50% to 75% band and a control person, since June 2014.","parent":"Zaaz Capital Partners, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"2340 Collins Avenue","city":"Miami Beach"}]},{"state":"New York","offices":1,"addresses":[{"street":"590 Madison Avenue, 29th Floor","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-804-8025","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":47},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/171471/PDF/171471.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Reverence Capital Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Reverence Capital Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Reverence Capital Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Reverence Capital Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Reverence Capital Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/reverence-capital-partners-171471/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-28","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1907530/000117266126002882/0001172661-26-002882-index.html","totalValue":537557828,"positionCount":1,"top10Share":1,"top10":[{"issuer":"FLAGSTAR BANK NATIONAL ASSOC","titleOfClass":"COM NEW","cusip":"649445400","value":537557828,"shares":35981113,"shareType":"SH","priorValue":473871258,"priorShares":35981113}],"positionsListed":1,"positions":[{"issuer":"FLAGSTAR BANK NATIONAL ASSOC","titleOfClass":"COM NEW","cusip":"649445400","value":537557828,"shares":35981113,"shareType":"SH","priorValue":473871258,"priorShares":35981113}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}