Resq Investment Partners, Llc
- Regulatory AUM
- $65.8M
- Discretionary
- $65.8M
- Clients
- 2
- Avg AUM / client
- $32.9M
- Accounts
- 2
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 2 | $65.8M | 100.0% |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Todd Michael Foster | Chief Investment Officer; Class A, B Shares | Oct 2013 (13y) | ≈ 0% – 5% via Resq Holdings, Llc | |
| Bryan Matthew Lee | Vice President, Portfolio Manager, Class C Shares | Nov 2014 (12y) | 5% – 10% | |
| Donald P Qualters | Class C Shares | Nov 2014 (12y) | 10% – 25% | |
| Gard, David, Wayne | Class A, C Shares | Nov 2014 (12y) | 10% – 25% | |
| John William Greer | Vice President, Portfolio Manager, Class C Shares | CFA | Nov 2014 (12y) | 5% – 10% |
| Kujalowicz, Paul, Edward | Chief Operations Officer, Class A, C Shares | Feb 2015 (12y) | 10% – 25% | |
| Davis, Taylor, Renee | Chief Compliance Officer | Apr 2017 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Resq Holdings, Llc | Owner, Class B Shares | Nov 2014 | A | Less than 5% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Todd Michael Foster: 75% – 100% of Resq Holdings, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗