RESOLUTE PARTNERS GROUP

RIASEC RegisteredEst. 2019

Total AUM

$1.9B

Discretionary

$1.4B

75% of AUM

Avg account

$10.2M

Accounts

188

Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 300326
Registered since: February 22, 2019
Website: www.resolutepg.com
Custodians: PERSHING LLC, CHARLES SCHWAB & CO., INC., PICTET GENEVA
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI87.82%
Insurance Companies12.18%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Resolute Partners Group is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individuals/families and institutional clients. The firm, SEC-registered since 2019, provides portfolio management for individuals and small businesses, manages pooled investment vehicles, and conducts manager selection for third-party advisers. Its fee model includes percentage-of-AUM billing, fixed fees and performance-based fees. The firm identifies as an active ESG investor and engages in multi-adviser selection and outsourced manager relationships. Resolute runs at least one adviser-managed pooled vehicle and acts as a sponsor/allocator to external managers. The combination of discretionary portfolio management, non-discretionary mandates and adviser selection suggests a hybrid model that blends direct portfolio oversight with third-party allocations.