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RESILIENCE MANAGEMENT

Legal name: RESILIENCE MANAGEMENT, LLC

CRD 157006File 801-73285
APPROVED
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$546.3M
Above cohort median (national)
Discretionary AUM
$546.3M
Clients
15
15 accounts
Employees
8
Above cohort median in OH

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Mar 21, 2012
Principal office
25101 CHAGRIN BLVD, SUITE 350, CLEVELAND, OH, 44122
Phone
216-292-0200

Assets & accounts

ADV Item 5F
Total regulatory AUM
$546.3M
Discretionary AUM
$546.3M
Non-discretionary AUM
$0
Discretionary accounts
15
Non-discretionary accounts
0
Total accounts
15
AUM per client
$36.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles15$546.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11
  • Q11
  • Q11C1
  • Q11C2
  • Q11C4
  • Q11C5

Filed changes

DateFieldFromToChange
Apr 1, 2026AUM$554,382,000$546,293,000decreased by$8,089,000
May 1, 2025
vs Oct 1, 2022
Employees128decreased by4
May 1, 2025
vs Oct 1, 2022
AUM$605,848,000$554,382,000decreased by$51,466,000
Apr 1, 2022Employees1312decreased by1
Apr 1, 2022Clients1715decreased by2
Apr 1, 2022AUM$570,361,000$605,848,000increased by$35,487,000
Apr 1, 2022Accounts1715decreased by2
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “RESILIENCE MANAGEMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RESILIENCE MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.