LF
LF

Lauren Forshey

3 Years of Experience
Austin, TX

Lauren Forshey is a registered investment advisor at Revival Healthcare Capital LLC, based in Austin, TX, with 3 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $630M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
5 clients
Average Client Portfolio
$126.7M average
Assets Under Management
$633.4M

Fee Structure

Investment management only (planning not offered)

Revival Healthcare Capital does not directly manage investments for individual investors. It manages investments for private investment funds, and is compensated through a quarterly management fee based on a percentage of capital commitments or invested capital. The firm's affiliates may also receive performance-based profit distributions.

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Location

1414 W 6th Street, Austin, TX, 78703

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Revival Healthcare Capital LLC
August 2022 - Present · 3 yrs 9 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.