The RESOLUTE ADVISORS is a privately held investment adviser that advises $1.92Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. RESOLUTE ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 64.82% over the last 5-years.
The Group has been registered with the SEC for 7.44 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 39 MESA STREET SUITE 210, SAN FRANCISCO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 5 investment and 0 non-investment staff. The total number of Employees increased by 66.67% over the last 5-years.
Their $1.92Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 1 other account. Assets of High Net Worth Individuals clients own $1.68Bn or 87.61% of Total Assets and Insurance Companies own $232.61mn or 12.15% of Total Assets.
The Group's top investment strategies include Multi Strat and Traditional LBO, representing 100% and 0% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Insurance Companies.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
RESOLUTE ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.