RESURGENS TECHNOLOGY ADVISORS, L.P.

RIASEC RegisteredEst. 2019
Total AUM
$2.2B
Discretionary
$2.2B
100% of AUM
Avg account
$217M
Accounts
10
Employees
42
Advisory reps
3

Firm details

Headquarters
Atlanta, Georgia
CRD number
293042
Registered since
July 26, 2019
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Resurgens Technology Advisors, L.P. is a limited partnership that manages private equity vehicles for institutional investors and acts as sponsor and general partner of pooled investment vehicles. The firm is SEC-registered since 2019 and reports active ESG integration into its investment approach. Its advisory activities center on portfolio management for pooled funds rather than discretionary retail wealth management, and it combines asset-based fees with performance-linked compensation in its fee schedule. Structurally, the firm operates as a private equity manager that both sponsors and manages pooled funds, which means it runs fund-level investment programs and retains the GP responsibilities that come with control of those vehicles. The firm’s client base is institutional, and its reporting indicates it uses third-party private equity managers in addition to operating its own sponsored funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • WILLIAM HEYWARD

    Chief Financial OfficerCRD 6225182

Contacts

2 of 2
  • ADNAN FILIPOVIC

    Managing DirectorCRD 7351393

  • WILLIAM STURGIS

    Managing DirectorCRD 2946303

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

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3550 Peachtree Rd NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth