{
  "crd_number": 285598,
  "slug": "rpata-llc-memphis-tn-285598",
  "primary_business_name": "RPATA, LLC",
  "legal_name": "RPATA, LLC",
  "dbas": [],
  "city": "Memphis",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "32820",
  "metro": {
    "cbsa_code": "32820",
    "common_name": "Memphis",
    "msa_name": "Memphis, TN-MS-AR",
    "path": "/advisors/tn/memphis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-05-25",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 74240000.0,
  "raum_discretionary": 70821000.0,
  "raum_non_discretionary": 3419000.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 15676000.0,
      "count": 28
    },
    "pension_profit_sharing": {
      "raum": 16935000.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 41629000.0,
      "count": 4,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "KY",
    "MS",
    "TN"
  ],
  "websites": [
    "https://facebook.com/REVOLUTIONPARTNERSLLC",
    "https://instagram.com/REVOLUTIONPARTNERS",
    "https://linkedin.com/COMPANY/REVOLUTION-PARTNERS-LLC",
    "https://revolutionpartners.com",
    "https://twitter.com/REALIZEREV"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285598",
  "city_as_filed": "MEMPHIS",
  "url": "https://advisorcensus.com/firm/rpata-llc-memphis-tn-285598",
  "display_name": "Rpata, LLC",
  "summary": "Rpata, LLC is an SEC-registered investment advisory firm in Memphis, TN, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Rpata, LLC (CRD 285598): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Rpata, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Rpata, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Rpata, LLC located?",
      "a": "Rpata, LLC's principal office is in Memphis, TN, according to its Form ADV."
    },
    {
      "q": "Is Rpata, LLC registered with the SEC or a state?",
      "a": "Rpata, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 285598."
    },
    {
      "q": "How much does Rpata, LLC manage?",
      "a": "Rpata, LLC reports $74,240,000 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (95% discretionary)."
    },
    {
      "q": "How have Rpata, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Rpata, LLC: Regulatory assets under management: $52,326,000 in the October 2022 data and $74,240,000 in the October 2026 data, up 42%. Total employees: 6 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Rpata, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28); pension and profit sharing plans (but not the plan participants or government pension plans) (5); high net worth individuals (4)."
    },
    {
      "q": "Which custodians does Rpata, LLC use?",
      "a": "Rpata, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Rpata, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285598"
    },
    {
      "q": "Does Rpata, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 says: \"As a condition for starting and maintaining an investment management relationship, RPATA generally imposes a minimum portfolio size of $100,000.\""
    },
    {
      "q": "What changed in Rpata, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 3 to 4."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 52326000.0,
      "total_employees": 6,
      "filing_date": "2022-06-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 39024000.0,
      "total_employees": 5,
      "filing_date": "2023-03-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 58027000.0,
      "total_employees": 6,
      "filing_date": "2024-03-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 67633000.0,
      "total_employees": 6,
      "filing_date": "2025-06-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 74240000.0,
      "total_employees": 5,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in MS."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$1,500",
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000"
        ],
        "quotes": [
          "As a condition for starting and maintaining an investment management relationship, RPATA generally imposes a minimum portfolio size of $100,000."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $1,500"
        ],
        "quotes": [
          "As a condition for starting and maintaining an investment management relationship, RPATA can impose a minimum annual fee of $1,500.",
          "RPATA, in its sole discretion, may waive its minimum annual fee based upon certain criteria, such as anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing client relationships, account retention and pro bono activities."
        ]
      }
    ],
    "quotes": [
      "As a condition for starting and maintaining an investment management relationship, RPATA generally imposes a minimum portfolio size of $100,000.",
      "As a condition for starting and maintaining an investment management relationship, RPATA can impose a minimum annual fee of $1,500.",
      "RPATA, in its sole discretion, may waive its minimum annual fee based upon certain criteria, such as anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing client relationships, account retention and pro bono activities."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/rpata-llc-memphis-tn-285598.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 28,
      "fewer_than_5": false,
      "raum": 15676000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 4,
      "fewer_than_5": true,
      "raum": 41629000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 16935000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285598",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}