AdvisorCensus / Financial advisors / California / San Francisco / Resolute Partners Group
Resolute Partners Group
Filed as RESOLUTE PARTNERS GROUP · Legal name Resolute Advisors LLC
Resolute Partners Group is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.
Quick answers
From the filingHow is Resolute Partners Group compensated?
On its Form ADV (Item 5.E, October 2026), Resolute Partners Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.
Where is Resolute Partners Group located?
Resolute Partners Group's principal office is in San Francisco, CA, according to its Form ADV.
Is Resolute Partners Group registered with the SEC or a state?
Resolute Partners Group is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300326.
How much does Resolute Partners Group manage?
Resolute Partners Group reports $1,910,453,831 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (75% discretionary).
How have Resolute Partners Group's assets and staff changed since 2021?
In the Form ADV data for Resolute Partners Group: Regulatory assets under management: $5,443,804,432 in the October 2021 data and $1,910,453,831 in the October 2026 data, down 65%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Resolute Partners Group serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (34); insurance companies (1).
Which custodians does Resolute Partners Group use?
Resolute Partners Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Pershing LLC and Pictet Geneva as custodians holding 10% or more of its separately managed account assets.
Does Resolute Partners Group report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300326
Does Resolute Partners Group state an account minimum?
Its Form ADV Part 2A brochure dated March 26, 2026 says: "In general, we require a minimum of $10,000,000 to open and maintain an advisory account. At our sole discretion, we may waive this minimum account size."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $10,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
In general, we require a minimum of $10,000,000 to open and maintain an advisory account. At our sole discretion, we may waive this minimum account size.
Minimum annual fee: $75,000
The brochure's wording
RPG charges a minimum annual fee in the amount of $75,000 (plus prevailing annual CPI rider) to open and maintain an advisory relationship.
As stated in the firm's Form ADV Part 2A brochure dated March 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,910,453,831 as of October 2026, filing dated March 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Resolute Advisors LLC
- Also doing business as
- RPG
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2019 (7 years)
- Employees
- Total: 5. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,910,453,831 | 5 | March 27, 2026 |
| October 2025 | $1,811,688,786 | 6 | March 29, 2025 |
| October 2024 | $1,939,829,228 | 7 | April 1, 2024 |
| October 2023 | $1,732,430,047 | 5 | August 25, 2023 |
| October 2022 | $4,226,274,364 | 5 | August 18, 2022 |
| October 2021 | $5,443,804,432 | 3 | March 31, 2021 |
Regulatory assets under management: $5,443,804,432 in the October 2021 data and $1,910,453,831 in the October 2026 data, down 65%.
Total employees: 3 in October 2021 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Resolute Partners Group (CRD 300326): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/resolute-partners-group-san-francisco-ca-300326