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 institutional registered investment adviser formed as an LLC and registered in 2013. Ownership is listed as a mix of a domestic entity and an individual. The firm serves institutional clients and charges fees based on a percentage of assets under management. Its stated business activity includes sales of other financial products, and its advisory work specifically includes portfolio management for investment companies, indicating involvement with pooled or institutional investment vehicles rather than primarily retail accounts. Resq is not positioned as a capital allocator or a multi-state adviser, and it does not identify as an active ESG investor. The firm is not described as a pension consultant, a related adviser, or a newly formed adviser. Industry affiliations include relationships with a broker-dealer and another investment adviser, which may reflect distribution or service arrangements alongside its advisory role.

Assets & Accounts

Investment profile

FINTRX

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

    Taylor Davis

    Chief Compliance OfficerCRD 5384424

  • Todd Foster

    Todd Foster

    Chief Investment OfficerCRD 3024634

Contacts

3 of 5
  • John Greer

    John Greer

    Partner, Portfolio ManagerCRD 6148298

  • Bryan Lee

    Bryan Lee

    Portfolio ManagerCRD 4779819

  • Donald Qualters

    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