Resolve Asset Management Inc.
Firm details
- Headquarters
- Toronto,
- CRD number
- 175361
- Registered since
- January 7, 2016
- Website
- investresolve.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies62.94%
- HNWI37.06%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Resolve Asset Management Inc. is a corporate investment adviser registered with the SEC since 2016 that serves primarily institutional clients. The firm operates as a commodity pool operator/commodity trading adviser (CPO/CTA) and provides portfolio management services for individuals/small businesses as well as for investment companies. Ownership is listed as a combination of a foreign entity and an individual. Fees are charged as a percentage of assets under management. Resolve does not identify as an active ESG investor and is not characterized as a multi-state or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents92%
- Derivatives8%
Owners & executives
3 of 3
Cheryl Davidson
President and Chief Compliance OfficerCRD 7829782
Michael Philbrick
Chief Executive OfficerCRD 3013806
Andrew Butler
Chief Investment Officer And Portfolio ManagerCRD 7182855
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Toronto, null
Location
Toronto, null
Headquartered in Toronto, null.
- Address
- 401 Bay St
- Office locations
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