This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.63 fund_share=0.0 institutional_share=0.37 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$115MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$112M

Private client RAUM

$72.1MderivedItem 5.D individuals plus high net worth individuals

Private client share

63%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$28.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

624

Individual clients

69

High net worth clients

7

Custody, client assets

$10.8M

SEC number

801-122898

CRD

170310

Filings on the tape

8

First filed

Nov 17, 2021

Latest filed

Mar 25, 2026

Organised

Limited Liability Company, TN

• Occurred

  Nov 17, 2021
  First Form ADV filing

  Revolution Partners, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c21cdbb7-fa5b-25ae-fd01-f43191ec3b42

First observed

Nov 17, 2021

Last observed

Mar 25, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.