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RESOLUTE PARTNERS GROUP
Legal name: RESOLUTE ADVISORS LLC
CRD 300326File 801-114830
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.91B
Top 25% of cohort (national)
Discretionary AUM
$1.44B
Non-discretionary $473.5M
Clients
35
188 accounts
Employees
5
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Feb 22, 2019
- Principal office
- 39 MESA STREET, SUITE 210, SAN FRANCISCO, CA, 94129
- Phone
- 415-699-0309
- Website
- HTTP://WWW.RESOLUTEPG.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.91B
- Discretionary AUM
- $1.44B
- Non-discretionary AUM
- $473.5M
- Discretionary accounts
- 162
- Non-discretionary accounts
- 26
- Total accounts
- 188
- AUM per client
- $54.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $232.6M |
| High net worth individuals | 34 | $1.68B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 6 | 5 | decreased by1 |
| Apr 1, 2026 | Clients | 28 | 35 | increased by7 |
| Apr 1, 2026 | AUM | $1,811,688,786 | $1,910,453,831 | increased by$98,765,045 |
| Apr 1, 2026 | Accounts | 176 | 188 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 12 | 28 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,226,274,364 | $1,811,688,786 | decreased by$2,414,585,578 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 169 | 176 | increased by7 |
| Apr 1, 2022 | Employees | 3 | 5 | increased by2 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 13 | 12 | decreased by1 |
| Apr 1, 2022 | AUM | $5,443,804,432 | $4,226,274,364 | decreased by$1,217,530,068 |
| Apr 1, 2022 | Accounts | 103 | 169 | increased by66 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RESOLUTE PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RESOLUTE PARTNERS” 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.