Fee-only adviser · Sag Harbor, NY
Ravello Partners LLC
Ravello Partners LLC is a fee-only investment adviser registered with the securities regulator of New York, with its main office in Sag Harbor, New York. On its latest Form ADV, filed August 13, 2026, it reports $7.6M in regulatory assets under management, 8 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: New York |
|---|---|
| Firm CRD number | 164718 |
| Office | 31 Stony Hill Road Sag Harbor, NY 11963 |
| Phone | (917) 331-7706 |
| Website | www.ravellocapital.com |
| Regulatory assets under management | $7.6M |
| Individual clients | 1 non-high-net-worth, 7 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 13, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Sag Harbor
- Saybrook Capital Corp $503M
Nearby
- Sagaponack 1 firm
- East Hampton 1 firm
- Southold 1 firm
- Southampton 1 firm
- Hampton Bays 1 firm
- Riverhead 1 firm
- Montauk 1 firm
- Old Saybrook 1 firm
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