Resolute Partners Group
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 300326
- Registered since
- February 22, 2019
- Website
- www.resolutepg.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC., PICTET GENEVA
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI87.82%
- Insurance Companies12.18%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Resolute Partners Group is an independent, SEC-registered RIA organized as an LLC and active since 2019. The firm serves both individual/family and institutional clients and acts as a capital allocator: it manages portfolios directly and also sources and selects external managers for pooled vehicles. Advisory capabilities include portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of other advisers. Fee arrangements are flexible and include asset-based fees, fixed fees, and performance-based components. The firm identifies as an active ESG investor, indicating ESG considerations are integrated into at least some of its investment processes.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities28%
- Private Funds21%
- Public Funds/Mutual Funds17%
- Sovereign Bonds13%
- Derivatives9%
Contacts
3 of 5
Kevin Lutz
Founder & Managing PartnerCRD 5250397
Ryan Mcdermott
Founder & Managing PartnerCRD 5018674
Joseph Bruun-Jensen
AnalystCRD 8229122
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$208M in ETFs
100%
$208M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $54.4M | 79,256 | 26.17% |
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 39 Mesa St
- Time zone
- PT (UTC-8)
- Office locations
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