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 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
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 2Taylor Davis
Chief Compliance OfficerCRD 5384424
TODD FOSTER
Chief Investment OfficerCRD 3024634
Contacts
3 of 5JOHN 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
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