R
$7.6M Total AUM
$7.6M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-07-2012
- Office Locations
- 1
Office Locations
4 Harvard Road SAG Harbor NY
About Ravello Partners LLC
Ravello Partners LLC is a Sag Harbor, NY boutique RIA led by Managing Principal Douglas Patrick Miscoll. The firm works with retail clients on asset allocation and portfolio construction, with ETF- and mutual fund-based portfolios and the ability to incorporate alternatives such as hedge funds, private equity, and venture capital. Primary custodian includes Charles Schwab & Co.
Team overview
-- AVG AGE
$7.6M AVG AUM / ADVISOR
$473.1K AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DOUGLAS PATRICK MISCOLL
MANAGING PRINCIPAL
- CRD
- #2631040
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,570,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,570,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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