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Rpata, LLC

● SEC registered since 2022CRD 285598SEC# 801-125001
Export (members)
Reg. AUM
$74.2M
Employees
5
Accounts
347
Location

Rpata, LLC assets under management

Rpata, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2022. It reports $74.2 million in regulatory assets under management and employs 5 people.

Rpata, LLC owners & executives

7 reported
NameTitleOwnershipSince
Ata Advisory, LLC ControlOwner25-50%2022
Lauren Douglas CarpenterChief Operating OfficerUnder 5%2025
Paul Brian Fowler ControlManaging Member, Chief Executive Officer & Chief Compliance OfficerUnder 5%2016
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Frequently asked questions

How much does Rpata, LLC manage?

Rpata, LLC reports $74.2 million in regulatory assets under management on its Form ADV.

How many employees does Rpata, LLC have?

Rpata, LLC reports 5 employees.

Does Rpata, LLC disclose fund performance?

Rpata, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone901-421-6300
Office hours9:00 a.m. - 4:30 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$74.2M▲ 10%
Mar '25 — $67.6MApr '25 — $67.6MMay '25 — $67.6MJun '25 — $67.6MJul '25 — $67.6MAug '25 — $67.6MSep '25 — $67.6MOct '25 — $67.6MNov '25 — $67.6MDec '25 — $67.6MJan '26 — $67.6MFeb '26 — $67.6MMar '26 — $74.2MApr '26 — $74.2MMay '26 — $74.2MJun '26 — $74.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$74.2Mregulatory AUM
Discretionary $70.8MNon-discretionary $3.4M