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RPATA, LLC

· CRD 285598 · IAPD ↗ · revolutionpartners.com · 901-421-6300

$74.2MRegulatory AUM
4Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
December 2025 — RPATA, LLC notice-filed in MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2025 — RPATA, LLC now reports custody of client assets ($10.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
25
April 2024 — RPATA, LLC changed its website from pinterest.com to revolutionpartners.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
64
April 2024 — RPATA, LLC reported RAUM up 49% ($39.0M -> $58.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.