REVERENCE CAPITAL PARTNERS other names

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Adviser Profile

As of Date:

06/28/2024

Adviser Type:

- Large advisory firm

Number of Employees:

47 20.51%

of those in investment advisory functions:

31

Registration:

SEC, Approved, 6/30/2014

AUM:

12,408,082,702 6.08%

of that, discretionary:

12,408,082,702 6.08%

Private Fund GAV:

12,408,082,702 6.08%

Avg Account Size:

264,001,760 -21.01%

SMA’s:

NO

Private Funds:

36 1

Contact Info

212 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
12B 10B 8B 7B 5B 3B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Hamilton Lane Buys Stake in Russell Investments
03/30/2021

Hamilton Lane acquired a US$ 90 million stake in Seattle-based Russell Investments. In return, Hamilton Lane plans to provide Russell Investments’ outsourced CIO clients with access to Hamilton’s open-architecture private markets investment strategies.

swfinstitute.org

Russell Investments, Hamilton Lane form strategic partnership
03/30/2021

Russell Investments and Hamilton Lane have formed a strategic partnership to provide Seattle-based Russell's outsourced CIO clients with access to Hamilton's open-architecture private markets investment strategies.

pionline.com

Russell Investments, Hamilton Lane form strategic partnership
03/30/2021

with minority stakes held by funds managed by Reverence Capital Partners and Russell Investments' management. A spokeswoman for Russell declined to say which firm Hamilton Lane's stake was ...

pionline.com

Venerable Names Senior Vice President and Vice President within Investment and Finance Organizations
03/25/2021

Created by an investor group led by affiliates of Apollo Global Management, LLC, Crestview Partners, Reverence Capital Partners, and Athene Holdings, Ltd., Venerable is a business with well ...

markets.businessinsider.com

UPDATE 2-Wells Fargo to sell corporate trust unit to Australia's Computershare for $750 mln
03/24/2021

Wells Fargo on Wednesday said it will sell its corporate trust business to Australia's Computershare Ltd for $750 million, the latest move to unload assets and focus on main divisions since top boss Charles Scharf joined the bank in 2019.

Yahoo Finance

Multi-brand asset manager Resolute put up for sale -sources
03/15/2021

while Wells Fargo & Co last month agreed to sell its asset management business to private equity firms GTCR LLC and Reverence Capital Partners. Private equity firms have been keen buyers of ...

sports.yahoo.com


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 36 $12,408,082,702

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ALPINE INVESTORS - - 17.3b - - - - 17.3b 17.3b 16
BLACKSTONE STRATEGIC CAPITAL ADVISORS, L.L.C. - - 12.2b - - - - 12.2b 10.6b 14
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Private Funds



Employees




Brochure Summary

Overview

Advisory Business Reverence Capital Partners, L.P. (“RCP” or the “Firm”) was established in 2013. RCP is owned by its three founders, Mr. Milton R. Berlinski, Mr. Peter C. Aberg and Mr. Alexander A. Chulack. Mr. Berlinski serves as Managing Partner of the Firm, while Messrs. Aberg and Chulack are Co-Founders and partners. RCP provides investment advisory services to private equity funds focused on the middle market of the financial services industry and credit funds focused on making opportunistic structured credit as well as other credit and credit-related investments. RCP partners with companies that can benefit from its extensive industry relationships and operating and transaction experience. RCP provides investment advice to its: flagship private equity fund complexes (the “RCP Equity Funds”), credit fund complexes (the “RCP Credit Funds”) and to different co-investment entities, which were formed to facilitate a specific investment (each such co-investment entity, a “Co-Invest Fund,” and together with the RCP Equity Funds and the RCP Credit Funds, the “Funds”). RCP’s services to these entities may include investigating, analyzing, structuring, negotiating and consummating potential investments (including debt instruments), deploying Fund capital to acquire or originate loans, monitoring the performance of investments and advising the Funds as to disposition opportunities. Each Fund has a general partner (each referred to herein as a “General Partner” and together as the “General Partners”). Each General Partner is subject to the Advisers Act pursuant to RCP’s registration in accordance with SEC guidance. This Brochure also describes the business practices of the General Partners, which operate as a single advisory business together with RCP. See Item 10: Other Financial Industry Activities and Affiliations. Investments in RCP Equity Funds and RCP Credit Funds were offered to investors through confidential
offering documents (as amended and supplemented, the “Offering Materials”) that set forth the investment guidelines and/or the types of investments in which the assets of RCP Equity Funds and RCP Credit Funds, respectively, may be invested. RCP’s investment advice is carefully tailored to the objectives of each Fund but not to the objectives of underlying investors in those Funds. RCP occasionally offers, as permitted by the Governing Fund Documents (as defined below), certain current or prospective investors in the Funds and others an opportunity to make a co-investment with the Funds. In general, any such investor is individually responsible for determining whether it wants to participate in such a co-investment opportunity. RCP expects in the future to advise additional clients, which may be additional pooled investment vehicles, separately managed accounts or institutional investors. This brochure is not an offer to invest in any of RCP’s Funds. Any such offer would only be made through the provision of such Fund’s confidential Offering Materials, which include the private placement memorandum, subscription materials and limited partnership agreement (“Partnership Agreement” and, collectively, the “Governing Fund Documents”). Information included in this brochure is intended to provide a useful summary about RCP, but it is qualified in its entirety by information included in its Funds’ confidential Offering Materials. As of December 31, 2023, RCP had approximately $12,408,082,702 in discretionary regulatory assets under management (“RAUM”) and did not manage any client assets on a non- discretionary basis. RAUM of $12,408,082,702 reflects the inclusion of $2,286,192,264 cumulatively invested by RCP I, RCP II and RCP V in certain of its co-investment funds, specifically RCP Artemis Co-Invest, L.P., RCP Card Co-Invest, L.P., RCP Lynx Co-Invest, L.P., RCP MB Investments, L.P. and RCP Vega Co-Invest, L.P.