{
  "crd_number": 175361,
  "slug": "resolve-asset-management-inc-toronto-175361",
  "primary_business_name": "RESOLVE ASSET MANAGEMENT INC.",
  "legal_name": "RESOLVE ASSET MANAGEMENT INC.",
  "dbas": [],
  "city": "Toronto",
  "state": null,
  "country": "Canada",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-01-07",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 70154134.0,
  "raum_discretionary": 70154134.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 14,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": 44151713.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 26002421.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://facebook.com/RESOLVEAM",
    "https://gestaltu.com",
    "https://investresolve.com",
    "https://linkedin.com/COMPANY/RESOLVE-INC-?ORIGINALSUBDOMAIN=CA",
    "https://reddit.com/user/ReSolveAssetMng",
    "https://riskparity.ca",
    "https://seekingalpha.com/user/60208758/profile",
    "https://substack.com/@resolveassetmanagement/posts",
    "https://twitter.com/INVESTRESOLVE?LANG=EN",
    "https://youtube.com/channel/UCzeWmoM-WPVd2rNPe_7uBwg"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/175361",
  "city_as_filed": "TORONTO",
  "url": "https://advisorcensus.com/firm/resolve-asset-management-inc-toronto-175361",
  "display_name": "Resolve Asset Management Inc.",
  "summary": "Resolve Asset Management Inc. is an SEC-registered investment advisory firm in Toronto, Canada, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Resolve Asset Management Inc. (CRD 175361): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Resolve Asset Management Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Resolve Asset Management Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Resolve Asset Management Inc. located?",
      "a": "Resolve Asset Management Inc.'s principal office is in Toronto, Canada, according to its Form ADV."
    },
    {
      "q": "Is Resolve Asset Management Inc. registered with the SEC or a state?",
      "a": "Resolve Asset Management Inc. is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 175361."
    },
    {
      "q": "How much does Resolve Asset Management Inc. manage?",
      "a": "Resolve Asset Management Inc. reports $70,154,134 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Resolve Asset Management Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Resolve Asset Management Inc.: Regulatory assets under management: $109,059,244 in the October 2021 data and $70,154,134 in the October 2026 data, down 36%. Total employees: 12 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Resolve Asset Management Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (1)."
    },
    {
      "q": "Which custodians does Resolve Asset Management Inc. use?",
      "a": "Resolve Asset Management Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Resolve Asset Management Inc. 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/175361"
    },
    {
      "q": "What changed in Resolve Asset Management Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $93,848,476 to $70,154,134 (-25%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 109059244.0,
      "total_employees": 12,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 126779905.0,
      "total_employees": 11,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 201937432.0,
      "total_employees": 12,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 364181535.0,
      "total_employees": 13,
      "filing_date": "2024-07-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 93848476.0,
      "total_employees": 13,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 70154134.0,
      "total_employees": 14,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 5.",
        "Regulatory assets under management went from $93,848,476 to $70,154,134 (-25%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "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/resolve-asset-management-inc-toronto-175361.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 26002421.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 44151713.0
    }
  ],
  "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/175361",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
