RESQ INVESTMENT PARTNERS, LLC

RIASEC RegisteredEst. 2013
Total AUM
$65.8M
Discretionary
$65.8M
100% of AUM
Avg account
$32.9M
Accounts
2
Employees
5
Advisory reps
7

Firm details

Headquarters
Scottsdale, Arizona
CRD number
169528
Registered since
November 29, 2013
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Resq Investment Partners, LLC is a small, SEC-registered investment adviser formed as a limited liability company and active since 2013. The firm targets institutional clients and provides portfolio management services specifically for investment companies. Its business activity listing also includes other financial product sales, indicating it may combine discretionary portfolio management with distribution or placement of financial products. The firm operates on a percentage-of-assets fee model and is structured as a domestic, individually owned entity. Resq Investment Partners is not positioned as a capital allocator — it does not appear to run a fund-of-funds or act primarily as a sub-advisor wholesaler — and it is not identified as an active ESG investor. Its advisory footprint is narrow rather than broad: the adviser is not a multi-state registrant and does not carry pension consulting responsibilities.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Taylor Davis

    Chief Compliance OfficerCRD 5384424

  • TODD FOSTER

    Chief Investment OfficerCRD 3024634

Contacts

3 of 5
  • JOHN GREER

    Partner, Portfolio ManagerCRD 6148298

  • BRYAN LEE

    Portfolio ManagerCRD 4779819

  • DONALD QUALTERS

    Owner, Wealth AdvisorCRD 3184519

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Scottsdale, AZ

MARICOPA

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
9260 E Raintree Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth