$1.9B Total AUM
$1.4B Disc. AUM
-19.9% 3Y CAGR
5 Employees
37 ADV. Clients
7 yrs Firm Age
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- Custodian
- Broadridge · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-22-2019
- Office Locations
- 4
Office Locations
39 Mesa Street Suite 210 SAN Francisco CA
-- NEW York NY
-- SAN Francisco CA
About Resolute Partners Group
Resolute Partners Group is a SAN Francisco-based RIA with 4 offices. The firm has been operating for 7 years. Managing $1.9B in total assets under management, with 5 advisory representatives. They custody assets with Broadridge and Charles Schwab & Company.
Team overview
37 AVG AGE
$382.1M AVG AUM / ADVISOR
$51.6M AVG AUM / CLIENT
4.8 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
KEVIN MICHAEL LUTZ
Chief Compliance Officer, FOUNDER, Managing Member, Managing Partner
- CRD
- #5250397
- Ownership
- Less than 5%
Available
Available
Available
RYAN A MCDERMOTT
Founder, Managing Member, Managing Partner
- CRD
- #5018674
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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J
Joseph Bruun-Jensen
--
- CRD
- #8229122
Available
Available
Available
Shyla Shivana Kunzru
--
- CRD
- #7802519
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,436,998,017 | $8,870,358 |
| Non-Discretionary | $473,455,814 | $18,209,839 |
| Total | $1,910,453,831 | $10,161,988 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available Public Funds:
Available Sovereign Bonds:
Available Derivatives:
Available U.S. Government/Agency:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Sovereign Bonds | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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