RESILIENCE MANAGEMENT

RIASEC RegisteredEst. 2012
Total AUM
$546M
Discretionary
$546M
100% of AUM
Avg account
$36.4M
Accounts
15
Employees
8
Advisory reps
3

Firm details

Headquarters
CLEVELAND, Ohio
CRD number
157006
Registered since
March 21, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Resilience Management operates as a limited liability company focused on managing pooled investment vehicles for institutional clients. The firm is registered with the SEC (since 2012) and positions itself as a private equity fund manager that also acts as sponsor, general partner and managing member of its pooled vehicles. Its advisory mandate centers on private fund portfolio management rather than direct retail wealth management. Investment activity is concentrated in private markets, with primary allocations to private equity and private credit strategies. The firm charges both a percentage-of-assets fee and performance-based fees, reflecting a classic private fund manager economics model. Resilience Management does not identify as an active ESG investor and is structured to serve a single-state jurisdiction rather than as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • BASSEM MANSOUR

    Founding Partner and CEOCRD 2626872

  • CHRISTOPHER CLAIR

    Chief Financial Officer & Chief Compliance OfficerCRD 5656217

Contacts

1 of 1
  • STEVEN ROSEN

    PartnerCRD 2031723

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CLEVELAND, OH

CUYAHOGA

Location

CLEVELAND, OH

Headquartered in CLEVELAND, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
CUYAHOGA
Address
25101 Chagrin Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth