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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

RESOURCE PARTNERS LLC

CRD 114288

HICKORY, NC

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Search this name across graphsid dfx:ria:71fc44b2-a8b4-1ac6-3c8e-0b4fde182a06

Data as of May 31, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 22, 2012 to May 31, 2018
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $236MItem 5.F on the latest filing (2018-05-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $214MderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 772
Individual clients: 220
High net worth clients: 57
SEC number: 801-68076
CRD: 114288
Filings on the tape: 12
First filed: Mar 22, 2012
Latest filed: May 31, 2018
Organised: Limited Liability Company, North Carolina

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CLINE, CARL, VERNON	Member	C	yes	03/2006	Mar 22, 2012	May 31, 2018
FINCHER, ROBERT, BEATTY	Member	C	yes	03/2006	Mar 22, 2012	May 31, 2018
YOUNG, SHERRILL, FRANKLIN	Member	C	yes	03/2006	Mar 22, 2012	May 31, 2018
YOUNG, SHERRILL, FRANKLIN	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	yes	03/2006	Mar 22, 2012	May 31, 2018

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2017	Jan 23, 2018	$236M	$0	8	4	0	n/a	n/a
2016	Jan 25, 2017	$125M	$0	8	4	n/a	n/a	n/a
2015	Jan 27, 2016	$117M	$0	8	4	n/a	n/a	n/a
2014	Feb 9, 2015	$130M	$0	8	4	n/a	n/a	n/a
2013	Jan 22, 2014	$127M	$0	8	4	n/a	n/a	n/a
2012	Feb 20, 2013	$97.2M	$0	8	4	n/a	n/a	n/a
2011	Mar 22, 2012	$109M	$0	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2017	$236M	$125M	88.8%	$130M	22.0%	8	8	0	n/a

Relationships

Controls (3)

← FINCHER, ROBERT, BEATTYOwnerMEMBER, ownership code C, individual
Mar 22, 2012 to presentfactForm ADV
← YOUNG, SHERRILL, FRANKLINOwnerMEMBER, ownership code C, individual
Mar 22, 2012 to presentfactForm ADV
← CLINE, CARL, VERNONOwnerMEMBER, ownership code C, individual
Mar 22, 2012 to presentfactForm ADV

Registered with (2)

← SHERRILL FRANKLIN YOUNGAdvisorregistration: previous registration
Jul 28, 2003 to Dec 31, 2018factForm ADV
← ROBERT BEATTY FINCHERAdvisorregistration: previous registration
Apr 27, 2006 to Feb 8, 2017factForm ADV

Dated events

Occurred
Jan 23, 2018
Regulatory AUM changed
Resource Partners Llc reported RAUM $236.0M, up 89% from $125.0M (2017-01-25 to 2018-01-23)
Form ADVobserved 4 days ago
$111M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:71fc44b2-a8b4-1ac6-3c8e-0b4fde182a06
First observed: Mar 22, 2012
Last observed: May 31, 2018 101 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RESOURCE PARTNERS LLC

CRD 114288

HICKORY, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:71fc44b2-a8b4-1ac6-3c8e-0b4fde182a06

Data as of May 31, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:37 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CLINE, CARL, VERNON

Member

yes

03/2006

Mar 22, 2012

May 31, 2018

FINCHER, ROBERT, BEATTY

Member

yes

03/2006

Mar 22, 2012

May 31, 2018

YOUNG, SHERRILL, FRANKLIN

Member

yes

03/2006

Mar 22, 2012

May 31, 2018

YOUNG, SHERRILL, FRANKLIN

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

03/2006

Mar 22, 2012

May 31, 2018

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2017

Jan 23, 2018

$236M

n/a

2016

Jan 25, 2017

$125M

n/a

2015

Jan 27, 2016

$117M

n/a

2014

Feb 9, 2015

$130M

n/a

2013

Jan 22, 2014

$127M

n/a

2012

Feb 20, 2013

$97.2M

n/a

2011

Mar 22, 2012

$109M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2017

$236M

$125M

88.8%

$130M

22.0%

n/a