Resq Investment Partners, LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 169528
- Registered since
- November 29, 2013
- Website
- www.resqfunds.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
The Getzen Group, Inc.
RIAScottsdale, AZ
North Scottsdale Wealth Advisors, LLC
RIAScottsdale, AZ
Radix Wealth
RIAScottsdale, AZ
Evolve Wealth Advisors LP
RIAScottsdale, AZ
Tushaus Wealth Management
RIAScottsdale, AZ
SBC Investment Management, LLC
RIAScottsdale, AZ