Ravello Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ravello provides discretionary portfolio management and investment consulting to individuals, trusts, charitable organizations, businesses and qualified retirement plans. Services include customized portfolio construction, implementation and ongoing supervision, with investment policy statements and allocations across equities, fixed income, municipal securities, options and cash positions.
The firm’s investment process is grounded in fundamental research, seeking companies with consistent earnings growth, favorable industry dynamics and discounted intrinsic value, and it typically targets a multi-year holding horizon while retaining flexibility to adjust holdings sooner for rebalancing or client needs. Ravello may employ concentrated portfolios and use options and margin as tactical tools, and its approach can involve more active trading than a strict buy-and-hold strategy.
Noteworthy features include a relatively small number of client relationships and about $7.6 million in discretionary assets, which the brochure indicates supports highly personalized client contact and tailored portfolios; Ravello operates on a fee-only basis and does not accept commissions or performance-based fees. The firm generally recommends Schwab for custody but requires clients to direct their broker-dealer, and it discloses receipt of platform services from recommended custodians that could create potential conflicts of interest.
Client services
Expertise
Fee options
1.50% annually
Fee-only: Fee-only advisory services, no commissions or other compensation received
Main office
31 Stony Hill Road
Sag Harbor NY 11963
Advisors at this office
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)