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Data / Investment advisers / California / Resolute Partners Group

Resolute Partners Group, San Francisco, CA: $1.9 billion AUM, SEC registered investment adviser

Resolute Partners Group is an SEC registered investment adviser with its main office in San Francisco, California and reports $1.9 billion in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include high net worth individuals and insurance companies. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 1 private fund.

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Registration
SEC registered investment adviser
CRD number
300326
SEC file number
801-114830
SEC status
Approved, effective February 22, 2019
Legal name
Resolute Advisors LLC
Main office
39 Mesa Street Suite 210, San Francisco, CA 94129
Phone
(415) 699-0309
Regulatory AUM
$1,910,453,831 in the Form ADV filed March 27, 2026
Discretionary AUM
$1,436,998,017
Non discretionary AUM
$473,455,814
Accounts
188
Employees
5, of which 5 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, fixed fees, performance based fees
Private funds
1: 1 other private fund
Gross assets of private funds
$4,780,654
Other offices
5
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
March 27, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
High net worth individuals34$1.68 billion
Insurance companies1$232.6 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
April 1, 2026$1.91 billionMarch 27, 2026
December 1, 2025$1.81 billionNovember 6, 2025

Other advisers in San Francisco

AdviserCityAUMPrivate fundsSource
True Wind Capital Management, L.P.San Francisco$2.08 billion12adviserinfo.sec.gov
Sofi Wealth LLCSan Francisco$2.05 billionNot listedadviserinfo.sec.gov
Bristol Group IncSan Francisco$2.04 billion4adviserinfo.sec.gov
Soma Equity Partners, LPSan Francisco$1.95 billion2adviserinfo.sec.gov
LegalistSan Francisco$1.92 billion13adviserinfo.sec.gov
Main Management, LLCSan Francisco$1.90 billion3adviserinfo.sec.gov
NumeraiSan Francisco$1.90 billion3adviserinfo.sec.gov
True Link Financial AdvisorsSan Francisco$1.89 billionNot listedadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.