Revolution Partners, LLC

RIASEC RegisteredEst. 2021
Total AUM
$115M
Discretionary
$112M
97% of AUM
Avg account
$184K
Accounts
624
Employees
6
Advisory reps
6

Firm details

Headquarters
,
CRD number
170310
Registered since
December 16, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Pension & Profit Sharing Plans37.39%
  • Individuals35.08%
  • HNWI27.53%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Revolution Partners, LLC is an independent registered investment adviser structured as an LLC and registered with the SEC in 2021. The firm positions itself as a capital allocator for both high-net-worth individuals and institutional clients, offering fee arrangements that include percentage-of-AUM, hourly and fixed-fee engagements. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting services and selection of other advisers — indicating a hybrid model that combines in‑house portfolio management with external manager selection when appropriate. Investment posture is conservative-to‑core-focused: the firm relies heavily on pooled public funds as the primary vehicle for client exposures while retaining flexibility to access third‑party alternative managers. Revolution Partners does not identify as an active ESG investor. Its business mix and fee options suggest it works with clients who want both traditional investment management and access to outsourced manager solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, Exchange Traded Equities 9%, Cash & Cash Equivalents 8%, US Government Bonds 3%80%
  • Public Funds/Mutual Funds80%
  • Exchange Traded Equities9%
  • Cash & Cash Equivalents8%
  • US Government Bonds3%

Owners & executives

2 of 2
  • Robert Lloyd

    Robert Lloyd

    Chief Operating OfficerCRD 2291892

  • Lauren Douglas Carpenter

    Lauren Douglas Carpenter

    COOCRD 5488986

Contacts

3 of 4
  • Hayden Wilson

    Hayden Wilson

    TraineeCRD 8053146

  • Paul Fowler

    Paul Fowler

    FounderCRD 2596604

  • Michael Cox

    Founding MemberCRD 6471224

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth