How many investments has Reverence Capital Partners made?

Reverence Capital Partners has 22 tracked investments, 2 of which have exited.

What sectors does Reverence Capital Partners focus on?

Reverence Capital Partners focuses on Fintech.

Where is Reverence Capital Partners located?

Reverence Capital Partners is headquartered in New York, US.

Who does Reverence Capital Partners co-invest with?

Reverence Capital Partners most often shares deals with Crestview Partners, Bain Capital Ventures, Index Ventures, among 18 tracked co-investors.

Reverence Capital Partners

Private equity

New York · 50 people tracked

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Investment thesis

Reverence Capital's private equity team invests in middle-market financial services businesses, drawing on deep advisory and investing experience across asset management, banks and specialty finance, capital markets, financial technology and insurance. The firm seeks to drive value in these companies through active engagement and board involvement, leveraging its partners' extensive backgrounds at leading financial institutions and prior investing platforms.

Invests inFintech Global New York

Source: firm website, verified Sep 29, 2026.

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New York, US

Instruments

Equity

Founded

2013

AUM

$18.1B

Tracked investments

IPOs

Acquisitions

Team · 50 people

from the firm's website

Alex Chulack· Co-Founder, Partner· Greenwich, Connecticut, United Statesin

Co-founded Reverence Capital in 2013 after eight years at General Atlantic leading its financial services efforts, with earlier roles at Morgan Stanley, Goldman Sachs and Lazard. He has expertise in fintech, capital markets and asset management.

Milton Berlinski· Co-Founder, Managing Partner· New York, New York, United Statesin

Co-founded Reverence Capital in 2013 after a 26-year career at Goldman Sachs, where he was a founding member of the Financial Institutions Group and later Head of Strategy and Corporate Development. He has led or executed over 300 financial services transactions and sits on numerous portfolio company boards.

Peter Aberg· Co-Founder, Partner· United Statesin

Co-founded Reverence Capital in 2013 after 28 years at Goldman Sachs, where he focused on banks, finance companies and payments and co-headed the Principal Finance and FICC Advisory groups. He serves on several portfolio company boards.

Josh Swidler· Managing Director, Co-CIO - Credit· New York, New York, United Statesin

Joined Reverence in 2024 with over 30 years of finance and capital markets experience. Previously CIO at Teamshares, 11 years at Elliott Associates running European structured credit and real estate, and 14 years at Lehman Brothers in structured finance.

Daniel Brujis· Managing Directorin

Joined Reverence in 2020 after more than eight years at TA Associates in London and Hong Kong, where he led transactions across Europe and Asia Pacific. He previously worked at Lazard in New York and serves on several portfolio boards.

Jeremy Colvin· Managing Directorin

Joined Reverence in 2014, having previously worked at Goldman Sachs in the Financial Sponsors Group within Investment Banking. He holds degrees from Columbia University and Columbia Business School.

Matthew DeFusco· Managing Director, Head of Capital Markets

Joined Reverence in 2026 to lead capital markets, previously a Managing Director at Blue Owl Capital and a longtime investment banker at Goldman Sachs and Credit Suisse. He is responsible for financing portfolio companies and the firm's equity co-invest program.

Michaela Saly· Managing Director

Joined Reverence in 2019 after serving as a Vice President in Goldman Sachs' Financial Institutions Group focused on insurance M&A. She began her career at J&T Group in Prague and serves on the Sunstar Insurance Group board.

Alan Tsai· Senior Associatein

Joined Reverence in 2023 after working as an investment banking analyst at Financial Technology Partners. He holds a business administration degree from Georgetown University.

Alex Combs· Senior Vice Presidentin

Joined Reverence in 2021 after roles at Morgan Stanley in investment banking and equity research covering asset management and fintech. He is a CFA charterholder and serves on the Osaic board.

Alexander Rothbard· Vice President

Joined Reverence in 2025. Previously an investment professional at Castlelake focused on real estate debt, and began his career as an analyst at Piper Sandler. Holds a JD from Harvard Law School.

Anait Avidzba· VP of Finance & Fund Controllerin

Joined Reverence in 2024 after serving as a Director at SS&C Technologies' Private Equity Services, with over a decade as a controller for investment managers including I Squared Capital. She holds an MBA from NYU.

Beau Fenske· Vice President, Head of Asset Management and Commercial Real Estate Underwriting· Dallas-Fort Worth Metroplexin

Joined Reverence in 2020 with 28+ years of underwriting and loan management experience, including 22 years at Goldman Sachs where he led asset management for a large CRE, residential, and consumer loan portfolio.

Ben Prigal· Senior Vice Presidentin

Joined Reverence in 2021 after serving as a Vice President at Broadhaven Capital Partners focused on wealth management and fintech, with earlier experience at Wells Fargo Securities. He serves on the SEIA board.

Brian Frisch· Senior Associate - Capital Partneringin

Joined Reverence in 2024 after working at J.P. Morgan in private banking within the Financial Sponsors Group, with earlier experience at Credit Suisse. He holds a finance degree from Penn State.

Cade von Gal· Vice President· New York, New York, United Statesin

Joined Reverence in 2021 after roles at Jefferies and KBW in investment banking. He holds a business administration degree from the University of Richmond.

Daniel Yu· Vice President

Joined Reverence in 2025 after serving as a senior associate at Cornell Capital focused on insurance, with earlier experience at Deutsche Bank. He holds an economics degree from Boston College.

David Pollak· Director of Capital Partneringin

Joined Reverence in 2017 after eight years at Pegasus Capital Advisors in marketing and investor relations, with prior roles at DLJ, PaineWebber and UBS. He holds a public policy master's from Harvard.

David Sloane· Chief Financial Officerin

Joined Reverence in 2014 and oversees the firm's financial, tax and administrative activities, having earlier worked at Uretek Archer, the Goldman Sachs Family Office and WTAS. He holds accounting and taxation degrees from Bentley University.

Dhruva Rangan· Associatein

Joined Reverence in 2026 after working as an investment banking associate at Stifel Financial Corp. in the Global Technology Group. He holds finance and economics degrees from Bentley University.

Gianna DiMiceli· Accounting Associatein

Joined Reverence in 2022 after working at Deloitte as a senior tax consultant in the Investment Management Group. She holds accounting degrees from Quinnipiac University.

Isaac Leon· Associate

Joined Reverence in 2024 after working at J.P. Morgan in the Financial Institutions Group focused on insurance and business services. He holds a business administration degree from the University of South Carolina.

Jacob Kahan· Senior Associate· New York, New York, United Statesin

Joined Reverence in 2025. Previously an investment professional at Arena Investors focused on structured and special situations CRE credit, and began his career at Link Logistics.

James DeSorbo· Senior Associate· London, England, United Kingdomin

Joined Reverence in 2024. Previously worked at Citigroup on the Non-Agency RMBS Research desk and as a trader. Graduated summa cum laude from Villanova University.

Jeff Nabi· Senior Vice President· New York City Metropolitan Areain

Joined Reverence in 2024 with 30+ years of capital markets experience. Formerly Head of Capital Markets at Imperial Fund and held senior roles at Funding U, Cantor Fitzgerald, and various bond insurers.

Jen Vance· Associate Director - Capital Partnering

Joined Reverence in 2023 after working at Jefferies in the Private Funds Group, with earlier roles at Blackstone and Guggenheim Partners. She holds a finance degree from Loyola University Maryland.

Jessica McAdaragh· Senior Vice President· New York, New York, United Statesin

Joined Reverence in 2017 after working as an analyst at Lazard focused on financial services M&A. She holds a business administration degree from UNC Chapel Hill.

Joaquin Pinto· Senior Associate

Joined Reverence as a summer associate in 2022 and full-time in 2023, following roles at APOYO Consultoria and BBVA in investment banking. He holds an MBA from London Business School.

John Ro· Senior Vice President· New York, New York, United Statesin

Joined Reverence in 2025 with 12+ years investing in private asset-backed credit. Previously Head of Real Assets at i80 Group and spent 10 years at Bayview Asset Management.

Jonathan Rapo· Vice Presidentin

Joined Reverence in 2021 after working at Perella Weinberg Partners and SMBC Nikko Securities in investment banking. He holds a finance degree from NYU Stern.

Josh Metelitsa· Senior Associatein

Joined Reverence in 2022 after working as an investment banking analyst at Barclays in the Financial Institutions Group. He holds a degree from Cornell University.

Julia Frederick· Analyst - Capital Partneringin

Joined Reverence in 2025 after roles at GQG Partners in asset management and IBM as a strategy consultant. She holds a communications degree from the University of Michigan.

Katie Kuga Wenner· Head of Capital Partnering, Credit and Real Estate

Joined Reverence in 2026 with 20+ years in global capital raising and investor relations. Previously Head of Business Development & Investor Relations at TerraCotta Group and Head of Investor Relations at Mubadala Capital.

Luke Albert· Head of Investor Relations & Project Management

Joined Reverence in 2024 after serving as a Principal in investor relations at Ares Management, with earlier roles at Hudson Structured Capital Management and Perella Weinberg. He holds a degree from Hamilton College.

Matt Creamer· Associate

Joined Reverence in 2026 after working as an investment banking analyst at Barclays in the Financial Institutions Group. He holds a management degree from Boston College.

Matt Richards· Head of Investor Relations & Project Management, Credit and Real Estate· New York, New York, United Statesin

Joined Reverence in 2025. Previously a Director at TPG Angelo Gordon leading market intelligence, and a Vice President at J.P. Morgan. Began his career at PIMCO.

Matthew Sheridan· Vice President

Joined Reverence in 2025. Previously a quantitative researcher and trader in structured credit at Squarepoint and a credit derivatives trader at J.P. Morgan. Holds degrees from Wharton and the University of Chicago.

Mia Fraas· Associatein

Joined Reverence in 2025 after working as an investment banking analyst at Raymond James. She holds a degree from Cornell University.

Michael Lee· Head of Investment Strategy & Origination· New York, New York, United Statesin

Joined Reverence in 2022 to lead thematic investment sourcing, with over 25 years in financial services including Goldman Sachs and the Irish Strategic Investment Fund. He is a Fellow of the Irish Institute of Chartered Accountants.

Nick Palmer· Associate

Joined Reverence in 2024 after working as an investment banking associate and analyst at Piper Sandler in the Financial Services Group. He holds a degree from Cornell University.

Nicole Timmens· Senior Associate

Joined Reverence in 2025. Formerly Real Estate Lead at Teamshares and worked in Bank of America's Real Estate Structured Finance group and at Fitch Ratings.

Robert Faiges· VP of Finance & Controller

Joined Reverence in 2018 after serving as a controller at Och-Ziff Capital Management, with earlier experience at Untracht Early. He holds an accounting degree from Fairleigh Dickinson University.

Sam Seltzer· Associatein

Joined Reverence in 2025 after working as an associate at Lazard focused on financial services M&A. He holds degrees from Cornell University.

Sarf Siddiqui· VP of Finance, Credit· New York, New York, United Statesin

Joined Reverence in 2022. Previously Senior Controller at Colbeck Capital Management and Assistant VP at Cerberus Capital Management. A New York State licensed CPA.

Steven Herrup· Deputy CIO

Joined Reverence in 2020 with 30+ years in specialty finance. Previously at Varadero Capital and 11 years at Goldman Sachs' Special Situations Group as a Managing Director and Co-Global Head of Structured Investing.

Thomas Marcotullio· General Counsel & Chief Compliance Officerin

Joined Reverence in 2023 as General Counsel and Chief Compliance Officer after 16 years at Warner Music Group in corporate and M&A law, with earlier experience at Shearman & Sterling. He holds a JD from Georgetown.

Tyler Ross· Senior Vice President

Joined Reverence in 2018 after working at Goldman Sachs in the Financial Institutions Group and Structured Equity Group. He serves on the boards of Osaic, Ministry Brands and Sunstar Insurance Group.

Ward Hanser· Senior Associate· New York, New York, United Statesin

Joined Reverence in 2023 after working as an investment banking analyst at Stifel Financial Corp. He holds a degree in statistics and data science from Yale University.

Wendy Wang· Assistant Controller, Credit

Joined Reverence in 2025. Previously a Director at Gen II Fund Services with 9+ years in private equity fund administration.

Zhihan Yang· Associatein

Joined Reverence in 2024 after working as an investment banking analyst at Citi in the Financial Institutions Group. She holds statistics and economics degrees from the University of Chicago.

What they invest in

from 14 of 22 portfolio companies

Fintech ×10Enterprise Software ×4SaaS ×4AI & Machine Learning ×3Data & Infrastructure ×2Climate Tech ×1Consumer ×1EdTech ×1

HQs:United States×6Mexico×1

Investments · 22 tracked

founders shown can be your intro path

By year:2021 · 2 2017 · 1 2013 · 14 dated

Victory Capital Holdingsvictory.co.ilNASDAQ: VCTR

Victory is an Israeli supermarket retail chain that operates a customer loyalty club and offers a co-branded Max-Victory credit card providing members with year-round discounts and benefits.

ConsumerRetail TechBrooklyn, US

CHRISTOPHER A. OHMACHT(PRESIDENT)GREGORY J. EWALD(CHIEF LEGAL OFFICER AND SECRETARY)LAWRENCE DAVANZO(Director)David C. Brown(Chairman and Chief Executive Officer)Michael D. Policarpo(President, Chief Financial Officer and Chief Administrative Officer)inNina Gupta(Chief Legal Officer and Head of Human Resource Administration)

Allspringglobalallspringglobal.com in 𝕏

Allspring is an investment management firm offering diversified investment strategies and asset management services to institutional and other clients, pursuing both financial returns and positive outcomes.

Fintech

Kate Burke(Chief Executive Officer)in Joe Sullivan(Executive Chair, Board of Directors)in

Apsecapsec.comacquired by Santander

Enterprise SoftwareFintechNew York, US

Blackboard, Inc.blackboard.com in 𝕏

Blackboard is a learning management system (LMS) platform built for educators and institutions to support teaching and learning at scale across higher education, government, and K-12.

AI & Machine LearningEdTechSaaS

Matthew Pittinsky(Co-founder & Incoming CEO)Michael Chasen(Co-founder)in

Co-investorsNexus Capital Management Oaktree Novak Biddle Venture Partners W Capital Partners

CardWorkscardworks.com in 𝕏Jan 2021

CardWorks Financial Group is a diversified consumer finance provider offering credit, lending, and full customer lifecycle services, focused on non-prime "progress seeker" consumers overlooked by large financial institutions.

FintechWoodbury, US

Don Berman(Founder & Executive Chairman)inHarold Baldauf(Director)Robert Hartheimer(Director)Daniel Ballen(Director)Zach Sadek(Director)Albert Jaronczyk(Executive Officer)

Co-investorsID8 Investments Parthenon

Crsthcrsth.com in

CRS coordinates temporary housing placement and long-term repairs for families displaced by disaster, serving insurance adjusters and policyholders.

InsurTechPropTechSaaS

First Republic Bankfirstrepublic.com in 𝕏

First Republic is a banking business offering deposit products such as checking and savings accounts; it is now part of JPMorgan Chase Bank, N.A.

Fintech

Co-investorsKortschak Investments L.P.

Kabbagekabbage.comSep 2017

Atlanta, US

Kathryn Petralia(Executive Officer)Robert J. Frohwein(Executive Officer, Director)Marc Gorlin(Director)James Douglas(Executive Officer)L. Scott Askins(Executive Officer)Kevin Phillips(Executive Officer)in

Co-investorsBlueRun Ventures Elevate Innovation Partners Lumia Capital Mouro Capital SoftBank Vision Fund Balderton Capital +5 more

Ministry Brandsministrybrands.com in 𝕏Nov 2021

Ministry Brands provides integrated technology and services for mission-focused organizations such as churches, nonprofits, and parishes, covering people and donor management, digital giving, websites, communications, media, event planning, and background screenings.

AI & Machine LearningEnterprise SoftwareImpact & Social GoodSaaS

Co-investorsAccel-KKR Farol Asset Management Insight Partners

Mscimsci.com in 𝕏

MSCI provides factor investing analytics, indexes, and models that help investment professionals measure portfolio risk and return exposures to make informed investment decisions.

AI & Machine LearningClimate TechData & InfrastructureEnterprise SoftwareFintech

Henry A. Fernandez(Chairman and Chief Executive Officer)in

Novusnovus.com

Novus provides portfolio analytics and reporting software that allows investment professionals to evaluate performance, track allocations, analyze risk, and compare fund returns against benchmarks across asset classes and strategies.

Data & InfrastructureEnterprise SoftwareFintechSaaS

Andrea Gentilini(Founder)Stephanie Lok(Founder)

Co-investorsBain Capital Ventures Clocktower Ventures Index Ventures

Russell Investmentsrussellinvestments.com in

Russell Investments is an asset management and investment solutions firm serving financial professionals, institutional investors such as pension funds and non-profits, and retail investors.

Fintech

Kate El-Hillowin

Co-investorsTA Associates Apollo B Capital

Sura Amsura-am.com in

SURA Investments is a Latin American asset management and investment platform serving individuals, companies, and institutions across five countries in the region.

FintechMexico City, MX

Vcmvcm.com in 𝕏

Victory Capital is an asset management company offering multiple investment franchises with independent brands and strategies, including equity, fixed income, and alternative asset management approaches, alongside a Solutions Platform featuring multi-asset strategies and VictoryShares ETFs.

FintechSector Agnostic

Co-investorsCrestview Partners

Vidacapitalincvidacapitalinc.com in 𝕏

Obra Capital is a financial firm that manages collateralized loan obligations (CLOs) and structured credit investments, leveraging an insurance product investing business to create and manage CLO assets for institutional investors with similar risk appetites.

Fintech

Blair Wallace(CEO)inPeter Polanskyj(Head of Structured Credit)inScott Macklin(Head of Leveraged Finance and CLO Operations)in

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

AdvisorgroupCmegroupDiamondresortsFestival Transaction ServicesKcgOak Hill AdvisorsVenerableannuity

Exits · 2

1 IPOs · 1 acquisitions

Victory Capital HoldingsNASDAQ: VCTRApsecacq. by Santander

Portfolio news

latest coverage across their companies

Russell Investments to Match U.S. Government Contributions to Trump Accounts for Employees’ Children

Russell Investments · finance.yahoo.com · Jan 14, 2026

Fund performance · per public LP disclosures · 16

as of Jun 2025

Fund	Vintage	Committed	Net IRR	TVPI	DPI
Reverence Cap PTR Op Fd V (PE Fd III)LPs: California State Teachers' Retirement System	2023	—	29.2%	1.37x	0.03x
Reverence Capital Partners Opportunities Fund V, LLPs: Baltimore City Employees' Retirement System	2022	—	-11.4%	0.90x	0.00x
Reverence Capital Partners Opportunities Fund V (FOO) (PE Fund III)LPs: New York City Police Pension Fund, Teachers' Retirement System of the City of New York	2021	—	31.1%	1.67x	0.04x
Reverence Capital Partners Opportunities Fund V (PE III)LPs: Connecticut Retirement Plans and Trust Funds, Texas Municipal Retirement System, Los Angeles City Employees' Retirement System +2 more	2021	—	21.6%	1.52x	0.05x
Reverence Capital Partners V (PELPs: New York City Fire Department Pension Fund	2021	—	—	9.20x	—
Reverence Capital Partners V (PE Fund III)LPs: New York City Employees' Retirement System, New York City Fire Department Pension Fund	2021	—	21.3%	1.44x	0.00x
Reverence III Side CarLPs: New York City Employees' Retirement System, New York City Fire Department Pension Fund	2021	—	31.1%	1.67x	—
Reverence Capital Partners Opportunities Fund II (Parallel)LPs: New York City Employees' Retirement System, New York City Police Pension Fund	2019	—	31.6%	3.20x	0.82x
Reverence Capital Partners Opportunities Fund II, LLPs: Baltimore City Employees' Retirement System, New York City Employees' Retirement System	2019	—	22.6%	2.09x	0.61x
Reverence Capital Partners Opportunities Fund IILPs: Texas Municipal Retirement System, New York City Employees' Retirement System, New York City Police Pension Fund	2018	—	22.9%	2.37x	0.76x
REVERENCE CAP PRTNS II COINVSTLPs: New York City Board of Education Retirement System	—	—	—	3.17x	—
REVERENCE CAPITAL III COINVESTLPs: New York City Board of Education Retirement System	—	—	—	1.49x	—
Reverence Capital Partners Opportunities Fund II, L 2019LPs: Baltimore City Employees' Retirement System	—	—	—	0.20x	—
Reverence Capital Partners Opportunities Fund V, L 2022LPs: Baltimore City Employees' Retirement System	—	—	—	0.00x	—
REVERENCE CAPITAL PRTNERS IIILPs: New York City Board of Education Retirement System	—	—	—	1.43x	—
REVERENCE CAPITAL PTRS OPP IILPs: New York City Board of Education Retirement System	—	—	—	2.86x	—

Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).

IPO stake values · per SEC filings

Value of this firm's stake in each portfolio company at its IPO price, from the prospectus principal-stockholder table.

Company	Owned	IPO price	At IPO	Stake value
Victory Capital Holdings	14.5%	$13.00	Feb 2018	$126.3M

Source: SEC S-1 / 424B prospectus filings. Stake value = shares beneficially owned × the initial public offering price, as disclosed — a market value at IPO, not a return multiple (the firm's original cost is not disclosed).

Frequently asked questions

How many investments has Reverence Capital Partners made?: Reverence Capital Partners has 22 tracked investments, 2 of which have exited.
What sectors does Reverence Capital Partners focus on?: Reverence Capital Partners focuses on Fintech.
Where is Reverence Capital Partners located?: Reverence Capital Partners is headquartered in New York, US.
Who does Reverence Capital Partners co-invest with?: Reverence Capital Partners most often shares deals with Crestview Partners, Bain Capital Ventures, Index Ventures, among 18 tracked co-investors.

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