AdFi
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Revitate FUND Advisor LLC

SEC Registered

ACCELERATING IMPACT

Newport Beach, CAhttps://revitate.com949-522-5604
Assets Under Management
$100M–$500M
Employees
15
Office Locations
1 office
Total Accounts
13

About the firm

Revitate is a diversified investment platform based in Newport Beach, California supporting high-potential strategies in real estate and the sports ecosystem. It was founded by the brother-sister team of Alex Bhathal and Lisa Bhathal Merage, whose vision emerges from their family's multigenerational journey in business, real estate, private equity, sports, and philanthropy.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled VehiclesPension/Profit Sharing

Areas of expertise

Real EstateOpportunity ZonesPrivate EquitySports InvestmentWomen's SportsSocial ImpactIndustrial Real EstateHousing Development

Services

Revitate invests in real estate private equity in Opportunity Zones and in professional sports teams with high growth potential and surrounding ecosystem opportunities, including health, wellness, consumer brands, and sports-anchored real estate developments.

Private funds / alternatives
Private EquityReal Estate

Who they serve

Client segmentClientsAssets managed
Pension/Profit Sharing Plans9$366M

Leadership

Alexander Stegmann Bhathal
MANAGING MEMBER
Lisa Bhathal Merage
MANAGING MEMBER
Michael John Barrett
CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER
Kunal Nmn Merchant
CHIEF OPERATING OFFICER

Office locations

1 office in 1 state
CA
Newport BeachHQ

Regulatory & compliance

CRD number
#326939
SEC Number
801-129077
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based / Other

Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Revitate FUND Advisor LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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