{
  "crd_number": 300326,
  "slug": "resolute-partners-group-san-francisco-ca-300326",
  "primary_business_name": "RESOLUTE PARTNERS GROUP",
  "legal_name": "RESOLUTE ADVISORS LLC",
  "dbas": [
    "RPG"
  ],
  "city": "San Francisco",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-02-22",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 1910453831.0,
  "raum_discretionary": 1436998017.0,
  "raum_non_discretionary": 473455814.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "insurance_companies": {
      "raum": 232609193.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 1677844638.0,
      "count": 34
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "NY"
  ],
  "websites": [
    "https://linkedin.com/company/resolutepg",
    "https://linkedin.com/in/andrew-osher-9438928a",
    "https://linkedin.com/in/joseph-bruun-jensen",
    "https://linkedin.com/in/kevin-lutz-17a6325",
    "https://linkedin.com/in/mcdermottryan",
    "https://linkedin.com/in/shyla-kunzru",
    "https://resolutepg.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300326",
  "city_as_filed": "SAN FRANCISCO",
  "url": "https://advisorcensus.com/firm/resolute-partners-group-san-francisco-ca-300326",
  "display_name": "Resolute Partners Group",
  "summary": "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.",
  "citation": "AdvisorCensus. Resolute Partners Group (CRD 300326): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Resolute Partners Group compensated?",
      "a": "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."
    },
    {
      "q": "How much does Resolute Partners Group charge?",
      "a": "Its Form ADV Part 2A brochure dated March 26, 2026 states: Flat fee: $2,400 to $500,000 (financial consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Resolute Partners Group located?",
      "a": "Resolute Partners Group's principal office is in San Francisco, CA, according to its Form ADV."
    },
    {
      "q": "Is Resolute Partners Group registered with the SEC or a state?",
      "a": "Resolute Partners Group is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300326."
    },
    {
      "q": "How much does Resolute Partners Group manage?",
      "a": "Resolute Partners Group reports $1,910,453,831 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (75% discretionary)."
    },
    {
      "q": "How have Resolute Partners Group's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Resolute Partners Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (34); insurance companies (1)."
    },
    {
      "q": "Which custodians does Resolute Partners Group use?",
      "a": "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."
    },
    {
      "q": "Does Resolute Partners Group report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Resolute Partners Group state an account minimum?",
      "a": "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.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 5443804432.0,
      "total_employees": 3,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 4226274364.0,
      "total_employees": 5,
      "filing_date": "2022-08-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1732430047.0,
      "total_employees": 5,
      "filing_date": "2023-08-25"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1939829228.0,
      "total_employees": 7,
      "filing_date": "2024-04-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1811688786.0,
      "total_employees": 6,
      "filing_date": "2025-03-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1910453831.0,
      "total_employees": 5,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$10,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": "$75,000",
    "planning_fees": [
      "Flat fee: $2,400 to $500,000 (financial consulting services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $10,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $75,000"
        ],
        "quotes": [
          "RPG charges a minimum annual fee in the amount of $75,000 (plus prevailing annual CPI rider) to open and maintain an advisory relationship."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,400 to $500,000 (financial consulting services)"
        ],
        "quotes": [
          "We charge a fixed fee for financial consulting services. Fixed fees are negotiated between RPG and the applicable client and typically range from $2,400 to $500,000 but vary based on scope and complexity of engagement."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 10000000.0,
      "minimum_annual_fee": 75000.0,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 2400.0,
          "max": 500000.0,
          "period": "one_time",
          "service": "financial consulting services"
        }
      ]
    },
    "quotes": [
      "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.",
      "RPG charges a minimum annual fee in the amount of $75,000 (plus prevailing annual CPI rider) to open and maintain an advisory relationship.",
      "We charge a fixed fee for financial consulting services. Fixed fees are negotiated between RPG and the applicable client and typically range from $2,400 to $500,000 but vary based on scope and complexity of engagement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    },
    {
      "name": "Pictet Geneva",
      "name_as_filed": "PICTET GENEVA",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/resolute-partners-group-san-francisco-ca-300326.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 34,
      "fewer_than_5": false,
      "raum": 1677844638.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": true,
      "raum": 232609193.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300326",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}