DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Resolute Partners Group
Legal name Resolute Advisors LLC
Latest filing Mar 27, 2026
First filing on the tape Feb 12, 2019 · 27 filings
SEC status approved since Feb 22, 2019
RAUM
$1.9B
reported, Item 5.F
Discretionary
75%
of RAUM
Private clients
88%
$1.7B individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$382M
derived; firm RAUM over IAPD count
Employees
5
5 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
1
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$1.9B as of Mar 27, 2026
Mar 30, 2020$493M then
HNW client RAUM$1.7B as of Mar 27, 2026
Mar 30, 2020$493M then
State-registered IARs (5.B.3)5 as of Mar 27, 2026
Mar 30, 20202 then
Employees (5.A)5 as of Mar 27, 2026
Mar 30, 20202 then
Private funds1 as of Mar 27, 2026
Mar 30, 20221 then
RAUM +5.5% over the last fiscal year+3.3% a year over threeIARs 5 to 5
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
Archetypes, each a printed rule
- Multi-family-office-like · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, average HNW client assets at least $25M, fewer than 200 HNW clients, and business name contains 'family office' or private funds are reported
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $382MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $49.3MderivedHNW RAUM over HNW clients
- Average account
- $10.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 75%derivedof RAUM
- Institutional
- 12%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 0.8derived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- +5.5%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for pooled vehicles, selection of other advisers, otherreportedItem 5.G
- Custody
- $497M, 24 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.7B88%
- Insurance companies$233M12%
- Individual clients
- n/areported
- HNW clients
- 34reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 188reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $497M for 24 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.88 fund_share=0.0 institutional_share=0.12 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Ryan A Mcdermott | San Francisco, Ca | May 22, 2019 | 20 y | 2 |
| Kevin Michael Lutz | San Rafael, Ca | May 22, 2019 | 19 y | 2 |
| Andrew Harrison Osher | Greenbrae, Ca | Jun 23, 2020 | 16 y | 0 |
| Shyla Shivana Kunzru | New York, Ny | Feb 5, 2024 | 13 y | 0 |
| Joseph Bruun-Jensen | San Francisco, Ca | Feb 25, 2026 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Kevin Michael Lutz from Bbr Partners, LLCMay 22, 2019 · RIA to a newly registered adviser
- Ryan A Mcdermott from Bbr Partners, LLCMay 22, 2019 · RIA to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Bbr Partners, LLCApr 17, 2019 · New York, Ny
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Rpg Animoca Ventures, LP | Other Private Fund | $4.8M | 30 | Mar 30, 2022 |
Owners and control persons
Schedule A and B, latest filing
- Michael Kevin Lutz · Chief Compliance Officer/Managing Member/Founder/Managing Partnercontrolsince 05/2019 · owns less than 5%
- A Ryan Mcdermott · Managing Member/Founder/Managing Partnercontrolsince 05/2019 · owns less than 5%
- Michael Kevin Lutz · Founder/Managing Partnercontrolsince 05/2019 · owns 25% to 50% of Rpg Holdco LLC
- A Ryan Mcdermott · Founder/Managing Partnercontrolsince 05/2019 · owns 25% to 50% of Rpg Holdco LLC
- Harrison Andrew Osher · Ownersince 05/2020 · owns F of Rpg Holdco LLC
Entity owners
- Rpg Holdco LLC · Parent Companydirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| San Francisco, Ca · principal | 5 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- unusually large average HNW clientStatic outlier · filing Mar 27, 2026HNW RAUM per HNW client of $49,348,372 against a peer median of $3,645,749 (1308 comparable advisers, 99.0th percentile, 22.7 robust deviations)peers: independent wealth managers, $1B to $5B (1,308) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 176 to 188Nov 6, 2025 to Mar 27, 2026
- HNW clients · 27 to 34Nov 6, 2025 to Mar 27, 2026
- Assets in custody · $514M to $497MNov 6, 2025 to Mar 27, 2026
- Employees · 6 to 5Nov 6, 2025 to Mar 27, 2026
- Other offices · 4 to 5Nov 6, 2025 to Mar 27, 2026
- Discretionary RAUM · $1.4B to $1.4BNov 6, 2025 to Mar 27, 2026
- HNW RAUM · $1.6B to $1.7BNov 6, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $431M to $473MNov 6, 2025 to Mar 27, 2026
- RAUM · $1.8B to $1.9BNov 6, 2025 to Mar 27, 2026
- Other offices · 5 to 4Mar 29, 2025 to Nov 6, 2025
- Accounts · 145 to 176Apr 1, 2024 to Mar 29, 2025
- Advisory activities · 3 to 4Apr 1, 2024 to Mar 29, 2025
- HNW clients · 24 to 27Apr 1, 2024 to Mar 29, 2025
- Assets in custody · $284M to $514MApr 1, 2024 to Mar 29, 2025
- Employees · 7 to 6Apr 1, 2024 to Mar 29, 2025
- Financial planning clients · unset to Apr 1, 2024 to Mar 29, 2025
- Discretionary RAUM · $1.6B to $1.4BApr 1, 2024 to Mar 29, 2025
- HNW RAUM · $1.8B to $1.6BApr 1, 2024 to Mar 29, 2025
- Non-discretionary RAUM · $298M to $431MApr 1, 2024 to Mar 29, 2025
- RAUM · $1.9B to $1.8BApr 1, 2024 to Mar 29, 2025
- Accounts · 206 to 145Dec 13, 2023 to Feb 2, 2024
- Advisory employees · 4 to 5Dec 13, 2023 to Feb 2, 2024
- HNW clients · 23 to 24Dec 13, 2023 to Feb 2, 2024
- Assets in custody · $227M to $284MDec 13, 2023 to Feb 2, 2024
- Employees · 5 to 7Dec 13, 2023 to Feb 2, 2024
- State-registered IARs · 4 to 5Dec 13, 2023 to Feb 2, 2024
- Discretionary RAUM · $1.4B to $1.6BDec 13, 2023 to Feb 2, 2024
- HNW RAUM · $1.6B to $1.8BDec 13, 2023 to Feb 2, 2024
- Non-discretionary RAUM · $336M to $298MDec 13, 2023 to Feb 2, 2024
- RAUM · $1.7B to $1.9BDec 13, 2023 to Feb 2, 2024
- Other offices · 4 to 5Jul 18, 2023 to Aug 25, 2023
- Accounts · 169 to 206Aug 18, 2022 to Jan 31, 2023
- Advisory activities · 4 to 3Aug 18, 2022 to Jan 31, 2023
- HNW clients · 12 to 23Aug 18, 2022 to Jan 31, 2023
- Assets in custody · $453M to $227MAug 18, 2022 to Jan 31, 2023
- Financial planning clients · 11-25 to unsetAug 18, 2022 to Jan 31, 2023
- Discretionary RAUM · $4.1B to $1.4BAug 18, 2022 to Jan 31, 2023
- HNW RAUM · $4.0B to $1.6BAug 18, 2022 to Jan 31, 2023
- Non-discretionary RAUM · $173M to $336MAug 18, 2022 to Jan 31, 2023
- RAUM · $4.2B to $1.7BAug 18, 2022 to Jan 31, 2023
Signals
7 dated events
- Resolute Partners Group reported RAUM $1.7B, down 59% from $4.2B (2022-08-18 to 2023-01-31)Jan 31, 2023 · RAUM change · derived
- Resolute Partners Group reported RAUM $5.4B, up 1004% from $493.1M (2020-11-09 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Resolute Partners Group reported RAUM $493.1M, up 29% from $383.8M (2019-10-29 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Patrick Neil Keegan (Managing Member/ Founder/Managing Partner) no longer on Schedule A of Resolute Partners Group (listed 2019-10-29, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Michael Kevin Lutz (Founder/Managing Partner) appeared on Schedule A of Resolute Partners GroupJun 5, 2019 · Control person joined · fact
- A Ryan Mcdermott (Founder/Managing Partner) appeared on Schedule A of Resolute Partners GroupJun 5, 2019 · Control person joined · fact
- Resolute Partners Group filed its initial SEC registration (Form ADV)Feb 12, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Resolute Partners Group · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/resolutepgreportedpublic record, Form ADV, Sep 17, 2026
- Website
- RESOLUTEPG.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 415-699-0309reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $382Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026