Resnn Investments, LLC

Overview

Resnn Investments, LLC is a small, independent registered investment adviser that serves individual and family clients with a blend of financial planning and portfolio management. The firm charges a percentage-of-assets fee and is set up to accept performance-based fees, which aligns incentives for managers who incorporate opportunistic or active strategies. Publicly reported asset composition shows a clear tilt toward exchange-traded equities as the primary building block for client portfolios, while the firm also accesses third-party alternative managers for private market exposure. Given the boutique scale, investment decisions are likely implemented through liquid equity vehicles for core exposures and allocated selectively to external private-market managers when client objectives and minimums permit.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices