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RIA / WealthRegistered adviserasset managerSEC registeredRAUM under $100M

RESQ INVESTMENT PARTNERS, LLC

CRD 169528

SCOTTSDALE, AZ

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:e7e288e5-5ab6-83a8-e373-6882cdcc0f9c

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 3
On other graphs: 0
Observed: Nov 12, 2013 to Mar 10, 2026
22 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: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=2.0
Regulatory AUM: $65.8MItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $65.8M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2
SEC number: 801-78822
CIK: 1677927
CRD: 169528
Filings on the tape: 22
First filed: Nov 12, 2013
Latest filed: Mar 10, 2026
Organised: Limited Liability Company, DE
Website: resqfunds.com

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
DAVIS, TAYLOR, RENEE	CHIEF COMPLIANCE OFFICER	Na	yes	04/2017	Mar 22, 2018	Mar 19, 2024
FOSTER, TODD, MICHAEL	Owner	E	yes	11/2014	Nov 12, 2013	Mar 19, 2024
FOSTER, TODD, MICHAEL	CHIEF INVESTMENT OFFICER; CLASS A, B SHARES	B	yes	10/2013	Nov 12, 2013	Mar 19, 2024
GARD, DAVID, WAYNE	CLASS A, C SHARES	B	yes	11/2014	Feb 23, 2015	Mar 19, 2024
KUJALOWICZ, PAUL, EDWARD	CHIEF OPERATIONS OFFICER, CLASS A, C SHARES	B	yes	02/2015	Feb 23, 2015	Mar 19, 2024
RESQ HOLDINGS, LLC	OWNER, CLASS B SHARES	Na	yes	11/2014	Dec 22, 2014	Mar 19, 2024
GREER, JOHN, WILLIAM	VICE PRESIDENT, PORTFOLIO MANAGER, CLASS C SHARES	A	no	11/2014	Feb 11, 2016	Mar 19, 2024
LEE, BRYAN, MATTHEW	VICE PRESIDENT, PORTFOLIO MANAGER, CLASS C SHARES	A	no	11/2014	Feb 11, 2016	Mar 19, 2024
QUALTERS, DONALD, P	CLASS C SHARES	B	no	11/2014	Feb 11, 2016	Mar 19, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
TOTAL INVESTMENT MANAGEMENT, INC.	n/a	Independent wealth	$1.4B	N	yes	n/a
VISION 4 FUND DISTRIBUTORS LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Scottsdale	Az	United States	3	no

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
2025	Mar 10, 2026	$65.8M	$65.8M	5	3	1	n/a	n/a
2024	Mar 25, 2025	$58.4M	$58.4M	5	3	1	n/a	n/a
2023	Mar 19, 2024	$58.9M	$58.9M	5	3	1	n/a	n/a
2022	Mar 22, 2023	$58.2M	$58.2M	5	3	1	n/a	n/a
2021	Mar 15, 2022	$66.1M	$66.1M	6	3	1	n/a	n/a
2020	Mar 18, 2021	$74.4M	$74.4M	6	3	1	n/a	n/a
2019	Mar 18, 2020	$69.9M	$69.9M	6	3	1	n/a	n/a
2018	Mar 21, 2019	$76.8M	$76.8M	6	3	0	n/a	n/a
2017	Mar 22, 2018	$85.6M	$85.6M	6	3	0	n/a	n/a
2016	Mar 13, 2017	$83.6M	$83.6M	9	3	n/a	n/a	n/a
2015	Feb 11, 2016	$93.4M	$93.4M	9	3	n/a	n/a	n/a
2014	Feb 23, 2015	$98.0M	$98.0M	7	3	n/a	n/a	n/a
2013	Mar 31, 2014	$77.9M	$77.9M	3	3	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
2025	$65.8M	$58.4M	12.7%	$58.2M	4.2%	5	5	1	1

Relationships

Affiliated with (2)

← TOTAL INVESTMENT MANAGEMENT, INC.Registered adviserother investment adviser, common control
factForm ADV
→ TOTAL INVESTMENT MANAGEMENT, INC.Registered adviserother investment adviser, common control
factForm ADV

Controls (5)

← KUJALOWICZ, PAUL, EDWARDOwnerCHIEF OPERATIONS OFFICER, CLASS A, C SHARES, ownership code B, individual
Feb 23, 2015 to Mar 19, 2024factForm ADV
← FOSTER, TODD, MICHAELOwnerOWNER, ownership code E, individual
Nov 12, 2013 to Mar 19, 2024factForm ADV
← DAVIS, TAYLOR, RENEEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 22, 2018 to Mar 19, 2024factForm ADV
← GARD, DAVID, WAYNEOwnerCLASS A, C SHARES, ownership code B, individual
Feb 23, 2015 to Mar 19, 2024factForm ADV
← RESQ HOLDINGS, LLCOwnerOWNER, CLASS B SHARES, ownership code NA, domestic entity
Dec 22, 2014 to Mar 19, 2024factForm ADV

Owns (3)

← QUALTERS, DONALD, POwnerCLASS C SHARES, ownership code B, individual
Feb 11, 2016 to Mar 19, 2024factForm ADV
← LEE, BRYAN, MATTHEWOwnerVICE PRESIDENT, PORTFOLIO MANAGER, CLASS C SHARES, ownership code A, individual
Feb 11, 2016 to Mar 19, 2024factForm ADV
← GREER, JOHN, WILLIAMOwnerVICE PRESIDENT, PORTFOLIO MANAGER, CLASS C SHARES, ownership code A, individual
Feb 11, 2016 to Mar 19, 2024factForm ADV

Dated events

Occurred
Feb 7, 2019
Control person left
P Henry Johnson (Owner) no longer on Schedule A of Resq Investment Partners, Llc (listed 2018-11-14, absent 2019-02-07)
Form ADVobserved 4 days ago
Occurred
Feb 7, 2019
Control person left
Joseph Cornelius Sullivan (Owner) no longer on Schedule A of Resq Investment Partners, Llc (listed 2018-11-14, absent 2019-02-07)
Form ADVobserved 4 days ago
Occurred
Nov 12, 2013
First Form ADV filing
Resq Investment Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e7e288e5-5ab6-83a8-e373-6882cdcc0f9c
First observed: Nov 12, 2013
Last observed: Mar 10, 2026 6 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.

RESQ INVESTMENT PARTNERS, LLC

CRD 169528

SCOTTSDALE, AZ

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:e7e288e5-5ab6-83a8-e373-6882cdcc0f9c

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:04 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DAVIS, TAYLOR, RENEE

CHIEF COMPLIANCE OFFICER

yes

04/2017

Mar 22, 2018

Mar 19, 2024

FOSTER, TODD, MICHAEL

Owner

yes

11/2014

Nov 12, 2013

Mar 19, 2024

FOSTER, TODD, MICHAEL

CHIEF INVESTMENT OFFICER; CLASS A, B SHARES

yes

10/2013

Nov 12, 2013

Mar 19, 2024

GARD, DAVID, WAYNE

CLASS A, C SHARES

yes

11/2014

Feb 23, 2015

Mar 19, 2024

KUJALOWICZ, PAUL, EDWARD

CHIEF OPERATIONS OFFICER, CLASS A, C SHARES

yes

02/2015

Feb 23, 2015

Mar 19, 2024

RESQ HOLDINGS, LLC

OWNER, CLASS B SHARES

yes

11/2014

Dec 22, 2014

Mar 19, 2024

GREER, JOHN, WILLIAM

VICE PRESIDENT, PORTFOLIO MANAGER, CLASS C SHARES

11/2014

Feb 11, 2016

Mar 19, 2024

LEE, BRYAN, MATTHEW

VICE PRESIDENT, PORTFOLIO MANAGER, CLASS C SHARES

11/2014

Feb 11, 2016

Mar 19, 2024

QUALTERS, DONALD, P

CLASS C SHARES

11/2014

Feb 11, 2016

Mar 19, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TOTAL INVESTMENT MANAGEMENT, INC.

n/a

Independent wealth

$1.4B

yes

n/a

VISION 4 FUND DISTRIBUTORS LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Scottsdale

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$65.8M

n/a

2024

Mar 25, 2025

$58.4M

n/a

2023

Mar 19, 2024

$58.9M

n/a

2022

Mar 22, 2023

$58.2M

n/a

2021

Mar 15, 2022

$66.1M

n/a

2020

Mar 18, 2021

$74.4M

n/a

2019

Mar 18, 2020

$69.9M

n/a

2018

Mar 21, 2019

$76.8M

n/a

2017

Mar 22, 2018

$85.6M

n/a

2016

Mar 13, 2017

$83.6M

n/a

2015

Feb 11, 2016

$93.4M

n/a

2014

Feb 23, 2015

$98.0M

n/a

2013

Mar 31, 2014

$77.9M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$65.8M

$58.4M

12.7%

$58.2M

4.2%