Revolution Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 170310
- Registered since
- December 16, 2021
- Website
- www.revolutionpartners.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities9%
- Cash & Cash Equivalents8%
- US Government Bonds3%
Owners & executives
2 of 2
Robert Lloyd
Chief Operating OfficerCRD 2291892

Lauren Douglas Carpenter
COOCRD 5488986
Contacts
3 of 4Hayden Wilson
TraineeCRD 8053146

Paul Fowler
FounderCRD 2596604
Michael Cox
Founding MemberCRD 6471224
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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