Resolution Capital (Us) Limited
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Overview
Resolution Capital (Us) Limited is a financial advisor firm located in Port Chester, New York. The firm administers $2.6 billion in assets over 34 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management (AUM). The firm has a small group, including 2 financial advisors. Resolution Capital (Us) Limited does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments like bonds, stocks and options.
Resolution Capital (Us) Limited manages all of its client assets on a discretionary basis. Discretionary management is a structure in which buy and sell choices are made by a portfolio manager without requiring client authorization. The advisory firm oversees roughly $77.5 million in assets for each customer account. The average advisor at Resolution Capital (Us) Limited manages about 17 client accounts, placing it among the more personalized financial advisor firms in the country.
Resolution Capital (Us) Limited's central office is at 800 Westchester Avenue, Port Chester, New York 10573.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Resolution Capital (Us) Limited by the Numbers
$2.6 billion
2
34
$77.5 million
Fee Structure
Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types billed by the company can include any combination of the following fee structures: asset-based or performance-based. The firm does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles, pension plans, state or municipal government entities and corporations. Out of its 34 clients, Resolution Capital (Us) Limited's largest client group by number of accounts is corporations. About 98% of the firm's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Resolution Capital (Us) Limited does not have any disclosures.
Please visit its Form ADV for more details.
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