Resolute Advisors Llc
- Regulatory AUM
- $1.9B
- Discretionary
- $1.4B
- Clients
- 35
- Avg AUM / client
- $54.6M
- Accounts
- 188
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Investments (13F portfolio — 90 positions, $241,875,192)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard S&P 500 Etf | ETF | $47,544,663 | 79,566 | 19.7% | 2.49% |
| 2 | I Shares Msci Acwi Ex Us Etf | ETF | $32,420,340 | 473,497 | 13.4% | 1.7% |
| 3 | Invesco Qqq Trust Etf | ETF | $23,277,092 | 40,329 | 9.62% | 1.22% |
| 4 | Spdr S&P 500 Etf | ETF | $19,909,037 | 30,529 | 8.23% | 1.04% |
| 5 | Unity Software Inc | Common Stock | $18,240,455 | 831,379 | 7.54% | 0.95% |
| 6 | Vanguard Ftse Developed Markets Etf | ETF | $9,299,226 | 145,119 | 3.84% | 0.49% |
| 7 | Vanguard Mega Cap Growth Etf | ETF | $9,258,386 | 25,197 | 3.83% | 0.48% |
| 8 | Roblox Corp Class A | Common Stock | $8,518,784 | 150,615 | 3.52% | 0.45% |
| 9 | I Shares Msci Eafe Etf | ETF | $7,604,793 | 78,295 | 3.14% | 0.4% |
| 10 | Vanguard Mega Cap Value Etf | ETF | $5,842,355 | 40,306 | 2.42% | 0.31% |
| 11 | I Shares Core S&P Small Cap Etf | ETF | $5,497,485 | 44,224 | 2.27% | 0.29% |
| 12 | I Shares Russell 2000 Etf | ETF | $3,294,432 | 13,284 | 1.36% | 0.17% |
| 13 | Vanguard Ftse Pacific Etf | ETF | $3,071,263 | 31,426 | 1.27% | 0.16% |
| 14 | I Shares Core Msci Intrl Dvlp Mkt Etf | ETF | $3,013,701 | 36,062 | 1.25% | 0.16% |
| 15 | Shopify Inc F Class A | Common Stock | $2,510,592 | 21,165 | 1.04% | 0.13% |
| 16 | Alphabet Inc. Cmn Class C | Common Stock | $2,473,881 | 8,624 | 1.02% | 0.13% |
| 17 | Nvidia Corp Cmn | Common Stock | $2,288,957 | 13,124 | 0.95% | 0.12% |
| 18 | Alphabet Inc. Cmn Class A | Common Stock | $2,069,857 | 7,198 | 0.86% | 0.11% |
| 19 | Vanguard Ftse Emerging Markets Etf | ETF | $2,026,875 | 37,500 | 0.84% | 0.11% |
| 20 | Apple, Inc. Cmn | Common Stock | $1,967,126 | 7,751 | 0.81% | 0.1% |
| 21 | Tesla Inc | Common Stock | $1,959,494 | 5,271 | 0.81% | 0.1% |
| 22 | Microsoft Corporation Cmn | Common Stock | $1,639,483 | 4,429 | 0.68% | 0.09% |
| 23 | Vanguard Information Technology Etf | ETF | $1,550,334 | 2,222 | 0.64% | 0.08% |
| 24 | Vanguard Internatnl Hgh Div Yld Etf | ETF | $1,536,395 | 16,303 | 0.64% | 0.08% |
| 25 | Amazon.Com Inc Cmn | Common Stock | $1,311,893 | 6,299 | 0.54% | 0.07% |
Top 25 of 90 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 34 | $1.7B | 87.8% |
| Insurance companies | 1 | $233M | 12.2% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $4.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Rpg Animoca Ventures, Lp | Other Private Fund | Delaware | $4.6M | 30 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kevin Michael Lutz | Founder/Managing Partner | May 2019 (7y) | ≈ 18.75% – 50% via Rpg Holdco Llc | |
| Ryan A Mcdermott | Founder/Managing Partner | May 2019 (7y) | ≈ 18.75% – 50% via Rpg Holdco Llc | |
| Andrew Harrison Osher | Owner | May 2020 (6y) | GP / trustee / elected manager of Rpg Holdco Llc (indirect) | |
| Shyla Shivana Kunzru | Registered representative | Feb 2024 (2y) | ||
| Joseph Bruun Jensen | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Rpg Holdco Llc | Parent Company | May 2019 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kevin Michael Lutz: 25% – 50% of Rpg Holdco Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Ryan A Mcdermott: 25% – 50% of Rpg Holdco Llc × 75% – 100% direct ≈ 18.75% – 50% 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.
Private funds (1, $4.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Rpg Animoca Ventures, Lp | Other Private Fund | $4.6M | $10.0K | 30 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.14 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
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Computershare $5.0B (91% of AUM) Mar 2021
- Pershing $727M (38% of AUM) Mar 2026
- Charles Schwab & Co. $506M (26% of AUM) Mar 2026
- Pictet Geneva $204M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗