Revolve Wealth Partners LLC

Private Investment Firm New Jersey, United States ·Founded 2017

Overview

Revolve Wealth Partners LLC is a privately held investment firm based in Hackensack, New Jersey, specializing in private equity and private real estate investments. The firm offers comprehensive financial planning, consulting, and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. Their investment approach is client-centric, focusing on understanding each client's unique aspirations and needs to provide tailored financial advice. The firm's investment strategy encompasses a broad range of asset classes, including private equity and private real estate, with a focus on various stages such as growth, late stage, pre-IPO, buyout, turnaround, and distressed investments. Geographically, Revolve Wealth Partners primarily concentrates on opportunities within the United States, aiming to deliver value across multiple industries, including financial services, real estate, technology, healthcare, consumer goods, energy, utilities, telecommunications, materials, industrials, consumer services, basic materials, consumer non-durables, technology hardware, and software. Revolve Wealth Partners is committed to providing impartial, time-tested financial advice tailored to each client's goals. The firm employs a holistic, client-centric approach that emphasizes a deep understanding of clients' personal circumstances, aspirations, and needs. Investment strategies are customized for individuals and families, with a focus on comprehensive wealth planning, portfolio construction, and ongoing coordination. Their offerings extend beyond traditional investment management, incorporating financial planning and coordination designed to deliver a superior, personalized client experience.

Investment Focus

  • Accredited investors only
  • Long-term investment horizon preferred
  • Alignment with firm's investment strategy and values

Portfolio Companies

Apple Inc.Blend LabsiShares S&P Mid-Cap ETFInvesco Exch Trd Slf Idx FDPacer FDS TRVanguard Index FDSVaneck ETF Trust

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Frequently asked questions about Revolve Wealth Partners LLC

What sectors does Revolve Wealth Partners LLC invest in?

Revolve Wealth Partners LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in New Jersey, United States. Revolve Wealth Partners LLC is listed as a private investment firm in the ConnectSafely investor database.

What stage does Revolve Wealth Partners LLC invest at?

Revolve Wealth Partners LLC backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.

Which regions does Revolve Wealth Partners LLC invest in?

Revolve Wealth Partners LLC invests across United States.

What companies has Revolve Wealth Partners LLC invested in?

Revolve Wealth Partners LLC's portfolio includes Apple Inc., Blend Labs, iShares S&P Mid-Cap ETF, Invesco Exch Trd Slf Idx FD, Pacer FDS TR, Vanguard Index FDS and Vaneck ETF Trust.

Last updated · Source: ConnectSafely investor database