SAN FRANCISCO, CACRD 300326Latest ADV March 27, 2026
Resolute Partners Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 27, 2026, reports $1.9B in regulatory assets under management, 5 employees, 5 offices, and 188 accounts.
Assets Under Management
$1.9B
Employees
5
Offices
5 offices
Total Clients
35
Primary office
SAN FRANCISCO, CA
39 MESA STREET, SUITE 210, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 97.1% of total clients.
Top client categories% of clientsClients
1
HNWI
97.1%
34
2
Insurance Cos.
2.9%
1
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of March 27, 2026
Discretionary75.2%
$1.4B
75% of total RAUM75.2%
Non-discretionary24.8%
$473M
25% of total RAUM24.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.9B
Total Accounts188
10Y AUM Change+$1.9B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee7:1
10Y Employee Change+4 (+400.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.