# Resolute Partners Group

> 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.

- CRD: 300326
- Filed as: RESOLUTE PARTNERS GROUP
- Legal name: Resolute Advisors LLC
- Also doing business as: RPG
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300326
- AdvisorCensus page: https://advisorcensus.com/firm/resolute-partners-group-san-francisco-ca-300326

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: $10,000,000 (the brochure says it may be waived or negotiated)

> 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Pershing LLC
- Pictet Geneva

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,910,453,831
- Discretionary: $1,436,998,017
- Non-discretionary: $473,455,814

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 34 | $1,677,844,638 |
| Insurance companies | 1 | $232,609,193 |

### 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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- resolutepg.com
- LinkedIn @resolutepg
- LinkedIn @andrew-osher-9438928a
- LinkedIn @joseph-bruun-jensen
- LinkedIn @kevin-lutz-17a6325
- LinkedIn @mcdermottryan
- LinkedIn @shyla-kunzru

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $5,443,804,432 | 3 | March 31, 2021 |
| October 2022 | $4,226,274,364 | 5 | August 18, 2022 |
| October 2023 | $1,732,430,047 | 5 | August 25, 2023 |
| October 2024 | $1,939,829,228 | 7 | April 1, 2024 |
| October 2025 | $1,811,688,786 | 6 | March 29, 2025 |
| October 2026 | $1,910,453,831 | 5 | March 27, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Resolute Partners Group (CRD 300326): Form ADV filing data as of October 2026.