President · Revolution Partners, LLC
Robert F. Lloyd
CRD 2291892 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Revolution Partners, LLC, an SEC-registered wealth manager with $115 million in regulatory assets, lists Robert F. Lloyd on its Form ADV as President, a control person. The SEC filings also name Robert at 1 other registered adviser.
Firms and roles
- Revolution Partners, LLCPresidentWealth manager · United States · $115M in regulatory assets
- Rpata, LLCPresidentWealth manager · United States · $74M in regulatory assets
AtlasMembers
Robert’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Paul B. FowlerManaging Member, Chief Executive Officer & Chief Compliance Officer, Revolution Partners, LLC
- Michael CoxFounding Member, Revolution Partners, LLC
- Alison FowlerGeneral Counsel, Revolution Partners, LLC
- LAUREN Douglas CarpenterChief Operating Officer, Revolution Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.