Revolution Partners, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 25, 2026, reports $115M in regulatory assets under management, 6 employees, and 624 accounts.
Top client segmentIndividuals represent 86.3% of total clients.
Top client categories% of clientsClients
1
Individuals
86.3%
69
2
HNWI
8.8%
7
3
Pension Plans
5.0%
4
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$115Mas of March 25, 2026
Discretionary97.0%
$112M
97% of total RAUM97.0%
Non-discretionary3.0%
$3M
3% of total RAUM3.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$115M
Total Accounts624
10Y AUM Change+$14M (+13.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee13:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.