Revolution Partners

The firm operates on a fee-only fiduciary basis, constructing custom portfolios of public equities, fixed income, and alternative investments. It does not sell proprietary products or earn commissions on transactions. Private market exposure is typically achieved through fund commitments vetted by its investment committee.

The firm accesses private markets through commitments to private equity, private credit, and real asset funds. It does not actively pursue direct co-investments as a primary strategy. Manager selection is driven by a due diligence process focused on consistent, replicable underwriting in the lower middle market.

The firm's investment committee oversees manager selection and portfolio construction. The founding principals bring experience from large bank private wealth divisions. Principals are directly involved in each client relationship, consistent with a boutique structure.

It is a registered investment adviser, not a single family office. However, it provides outsourced chief investment officer services to single-family offices below $100 million in assets, a segment that institutional OCIO firms often bypass.

The firm's private-market participation is through fund commitments to outside managers. Direct deals are not a standard part of the investment program, which keeps legal and operational overhead manageable for its lean advisory team.

The firm typically avoids illiquid direct deals, concentrated single-stock positions without hedging, and any strategy that compromises its fiduciary, fee-only mandate. The portfolio tends to shy away from speculative, pre-revenue venture capital in favor of established private equity and credit managers.

Revolution Partners operates on a fee-only basis, charging a percentage of assets under advisement. It does not receive commissions, 12b-1 fees, or placement-agent fees from fund managers. This alignment model is core to its positioning as a fiduciary.