DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

R••••••••• C•••••• M••••••••• L••

Asset manager (funds and pooled vehicles)Sausalito, CaliforniaCRD 171114SEC 801-108090websiteIAPD
Latest filing May 13, 2026
First filing on the tape Jun 30, 2016 · 22 filings
SEC status approved since Jul 8, 2016
RAUM
$2.3B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
18
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
7
reported on Schedule D
History
22 filings and snapshots on the tape
RAUM$2.3B as of May 13, 2026
Mar 30, 2017$192M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 13, 2026
Mar 30, 20170 then
Employees (5.A)18 as of May 13, 2026
Mar 30, 201716 then
Private funds7 as of May 13, 2026
Mar 30, 20171 then
RAUM +46% over the last fiscal year+31% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 13, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$331MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+0.9%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, otherreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
yesreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • marketing includes testimonials (5.L.1.c)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$2.3B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
7reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$0 for 0 clientsreported
Compensation
% of AUMreported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Private funds
      7 reported on Schedule D 7.B.(1)
      Owners and control persons
      Schedule A and B, latest filing
      • B••••• M••••••• H••• · Managing Partnercontrol
        since 01/2016 · owns less than 5%
      • H••••••• S••••• S•••••• · Managing Partnercontrol
        since 12/2013 · owns less than 5%
      • O••••• A•••••• J••••• · Partner, Chief Financial Officer & Chief Operations Officercontrol
        since 11/2023 · owns less than 5%
      • S•••••• E••••••••• A•• · Partner & Chief Compliance Officercontrol
        since 03/2018 · owns less than 5%
      • B••••• M••••••• H••• · Managing Partner And Membercontrol
        since 09/2024 · owns 50% to 75% of R••••••••• G•• L••
      • B••••• M••••••• H••• · Managing Membercontrol
        since 12/2014 · owns 50% to 75% of R••••••••• P•••••••• L••
      • H••••••• S••••• S•••••• · Managing Membercontrol
        since 03/2013 · owns 50% to 75% of R••••••••• P•••••••• L••
      • H••••••• S••••• S•••••• · Managing Partner And Membercontrol
        since 09/2024 · owns 50% to 75% of R••••••••• G•• L••
      Entity owners
      • R••••••••• T••••• L• · Member
        direct · owns 75% or more
      • R••••••••• G•• L•• · General Partner
        indirect · owns F of R••••••••• T••••• L•
      • R••••••••• P•••••••• L•• · Limited Partner
        indirect · owns 50% to 75% of R••••••••• T••••• L•
      • K••• I••••••••• H•••••••• L•• · Sole Member
        indirect · owns 75% or more of K••• I••••••••• U•• L••
      • K••• I••••••••• M••••••••• L•• · Parent Company
        indirect · owns 75% or more of K••• I••••••••• H•••••••• L••
      • K••• I••••••••• U•• L•• · Limited Partner
        indirect · owns 25% to 50% of R••••••••• T••••• L•
      • W•••• M•••••••• I•••••••• G••••• L••• · Shareholder
        indirect · owns 75% or more of W• H••••• •••••••• L••• · public reporting company
      • W• H••••• •••••••• L••• · Shareholder
        indirect · owns 75% or more of W• I••••••••• H••••••• L•••
      • W• I••••••••• H••••••• L••• · Shareholder
        indirect · owns 75% or more of W• R••••• L•••
      • W• R••••• L••• · Member
        indirect · owns 75% or more of K••• I••••••••• M••••••••• L••
      Related persons
      Schedule D 7.A
      • R••••••••• A••••• G•• L••
        investment adviserpooled vehicle sponsorn
      • R••••••••• C•••••••• G• I•• L••
        investment adviserpooled vehicle sponsorn
      • R••••••••• H••••••••• F••• I• G•• L•••
        investment adviserpooled vehicle sponsorn
      • R••••••••• H••••••••• F••• I• G•• L•••
        investment adviserpooled vehicle sponsorn
      • R••••••••• H••••••••• F••• I•• G•• L•••
        investment adviserpooled vehicle sponsorn
      • R••••••••• H••••••••• F••• I• G•• L•••
        investment adviserpooled vehicle sponsorn
      • S••••• C•••••• E••••••• L••
        investment adviserpooled vehicle sponsorn
      Advisers that list R••••••••• C•••••• M••••••••• L•• as a related person
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Discretionary RAUM · $1.6B to $2.3B
        Mar 31, 2026 to May 13, 2026
      • Pooled vehicle RAUM · $1.6B to $2.3B
        Mar 31, 2026 to May 13, 2026
      • RAUM · $1.6B to $2.3B
        Mar 31, 2026 to May 13, 2026
      • Accounts · 6 to 7
        Jun 26, 2025 to Mar 31, 2026
      • Advisory employees · 11 to 12
        Jun 26, 2025 to Mar 31, 2026
      • Pooled vehicle clients · 6 to 7
        Jun 26, 2025 to Mar 31, 2026
      • Employees · 16 to 18
        Jun 26, 2025 to Mar 31, 2026
      • Private funds · 6 to 7
        Jun 26, 2025 to Mar 31, 2026
      • Discretionary RAUM · $1.6B to $1.6B
        Jun 26, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $1.6B to $1.6B
        Jun 26, 2025 to Mar 31, 2026
      • RAUM · $1.6B to $1.6B
        Jun 26, 2025 to Mar 31, 2026
      • Financial planning clients · unset to
        Mar 28, 2025 to Jun 26, 2025
      • Advisory employees · 8 to 11
        Oct 22, 2024 to Mar 28, 2025
      • Employees · 12 to 16
        Oct 22, 2024 to Mar 28, 2025
      • Discretionary RAUM · $1.6B to $1.6B
        Oct 22, 2024 to Mar 28, 2025
      • Pooled vehicle RAUM · $1.6B to $1.6B
        Oct 22, 2024 to Mar 28, 2025
      • RAUM · $1.6B to $1.6B
        Oct 22, 2024 to Mar 28, 2025
      • Discretionary RAUM · $1.6B to $1.6B
        Mar 29, 2024 to Oct 22, 2024
      • Pooled vehicle RAUM · $1.6B to $1.6B
        Mar 29, 2024 to Oct 22, 2024
      • RAUM · $1.6B to $1.6B
        Mar 29, 2024 to Oct 22, 2024
      • Employees · 9 to 12
        Nov 22, 2023 to Mar 29, 2024
      • Advisory employees · 7 to 8
        Nov 22, 2023 to Mar 29, 2024
      • Private funds · 4 to 6
        Nov 22, 2023 to Mar 29, 2024
      • Discretionary RAUM · $1.6B to $1.6B
        Nov 22, 2023 to Mar 29, 2024
      • Pooled vehicle RAUM · $1.6B to $1.6B
        Nov 22, 2023 to Mar 29, 2024
      • RAUM · $1.6B to $1.6B
        Nov 22, 2023 to Mar 29, 2024
      • Accounts · 4 to 6
        May 8, 2023 to Nov 22, 2023
      • Pooled vehicle clients · 4 to 6
        May 8, 2023 to Nov 22, 2023
      • Discretionary RAUM · $1.0B to $1.6B
        May 8, 2023 to Nov 22, 2023
      • Pooled vehicle RAUM · $1.0B to $1.6B
        May 8, 2023 to Nov 22, 2023
      • RAUM · $1.0B to $1.6B
        May 8, 2023 to Nov 22, 2023
      • Employees · 8 to 9
        Oct 5, 2022 to Mar 31, 2023
      • Other offices · 1 to 0
        Oct 5, 2022 to Mar 31, 2023
      • Discretionary RAUM · $1.3B to $1.0B
        Oct 5, 2022 to Mar 31, 2023
      • Pooled vehicle RAUM · $1.3B to $1.0B
        Oct 5, 2022 to Mar 31, 2023
      • RAUM · $1.3B to $1.0B
        Oct 5, 2022 to Mar 31, 2023
      • Accounts · 3 to 4
        Oct 15, 2021 to Mar 31, 2022
      • Advisory employees · 6 to 7
        Oct 15, 2021 to Mar 31, 2022
      • Pooled vehicle clients · 3 to 4
        Oct 15, 2021 to Mar 31, 2022
      • Employees · 7 to 8
        Oct 15, 2021 to Mar 31, 2022
      Signals
      11 dated events
      • R••••••••• C•••••• M••••••••• L•• reported RAUM $2.3B, up 44% from $1.6B (2026-03-31 to 2026-05-13)
        May 13, 2026 · RAUM change · derived
      • R••••••••• C•••••• M••••••••• L•• reported RAUM $1.6B, up 51% from $1.0B (2023-05-08 to 2023-11-22)
        Nov 22, 2023 · RAUM change · derived
      • Jordan Andrew Olson (Partner, Chief Financial Officer & Chief Operations Officer) appeared on Schedule A of R••••••••• C•••••• M••••••••• L••
        Nov 22, 2023 · Control person joined · fact
      • Zack Scott (Managing Member) no longer on Schedule A of R••••••••• C•••••• M••••••••• L•• (listed 2022-08-22, absent 2022-10-05)
        Oct 5, 2022 · Control person left · inference
      • R••••••••• C•••••• M••••••••• L•• reported RAUM $1.3B, up 87% from $683.4M (2021-10-15 to 2022-03-31)
        Mar 31, 2022 · RAUM change · derived
      • R••••••••• C•••••• M••••••••• L•• reported RAUM $646.4M, up 58% from $410.1M (2019-07-18 to 2020-03-30)
        Mar 30, 2020 · RAUM change · derived
      • Albert George Timothy Gerhold (General Counsel, Member Of The Board Of Managers) no longer on Schedule A of R••••••••• C•••••• M••••••••• L•• (listed 2019-01-31, absent 2019-03-29)
        Mar 29, 2019 · Control person left · inference
      • Michael Kevin Brown (Chief Financial Officer) no longer on Schedule A of R••••••••• C•••••• M••••••••• L•• (listed 2019-01-31, absent 2019-03-29)
        Mar 29, 2019 · Control person left · inference
      • Alan Jeffrey Leerink (Holder Of Beneficial Interest) no longer on Schedule A of R••••••••• C•••••• M••••••••• L•• (listed 2018-03-29, absent 2019-01-31)
        Jan 31, 2019 · Control person left · inference
      • R••••••••• C•••••• M••••••••• L•• reported RAUM $383.5M, up 100% from $192.1M (2017-03-30 to 2018-03-29)
        Mar 29, 2018 · RAUM change · derived
      • L•••••• R••••••••• P•••••••• L•• filed its initial SEC registration (Form ADV)
        Jun 30, 2016 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/revelation-partnersreportedpublic record, Form ADV, Sep 18, 2026
      Website
      r•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      415-636-5420reportedpublic record, Form ADV, May 13, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026