Resmark Equity Partners, LLC
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Overview
Resmark Equity Partners, LLC operates as an advisory company based in Los Angeles, California. It controls $2.2 billion in total assets across 12 client accounts, placing it among the largest financial advisory firms in the nation by assets under management (AUM). Resmark Equity Partners, LLC has an average-sized group, including 16 financial advisors. Resmark Equity Partners, LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial assets such as bonds, stocks and options.
Resmark Equity Partners, LLC manages all of its client assets on a discretionary basis. Discretionary management means that a portfolio manager makes buy and sell choices for the client's account without requiring the customer's approval. The advisory firm's typical account size is $182.3 million. An average advisor at Resmark Equity Partners, LLC administers fewer than one client account, making it one of the most individualized financial advisor firms in the country.
The company's central office is at 10880 Wilshire Bl. Suite 1420, Los Angeles, California 90024. The firm is legally registered to serve investors across 4 states, including California, Colorado, Texas and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Resmark Equity Partners, LLC by the Numbers
$2.2 billion
49
12
$182.3 million
Fee Structure
Fees for financial management typically depend on the type of services provided. Fee types charged by Resmark Equity Partners, LLC likely include some combination of the following fee types: asset-based, fixed, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Resmark Equity Partners, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The firm works with pooled investment vehicles. Out of its 12 accounts, Resmark Equity Partners, LLC's largest client type is pooled investment vehicles. None of its accounts are non-U.S. persons.
- 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
Resmark Equity Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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