Resource Financial Fund Management, Inc. is a large advisory firm based in New York. It manages $212.74 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Pennsylvania.
Resource Financial Fund Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Resource Financial Fund Management, Inc. is $212.74 million. The firm's AUM has gone down by -92% since the beginning of its operation, and $193 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Resource Financial Fund Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Frank Mcmurry Garrison is pooled investment vehicles with 12 clients and $212.74 million of assets under management. Among the 12 most similar advisory firms, Resource Financial Fund Management has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $212.74 million for 12 clients. 41% of the firm’s clients are foreign persons or businesses.
Resource Financial Fund Management also advises several private funds. Namely, seven private equity funds and five securitized asset funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $10,000,000.
The company employs 22 people that are either part- or full-time employees. 18 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Frank Mcmurry Garrison has been acting as President since 1 Sep 2016. C Iii Capital Partners Llc joined the executive team most recently as the Sole Shareholder.
The principal office where Resource Financial Fund Management, Inc. performs its advisory services is located at 712 5 Th Avenue, New York, NY 10019, which is also the mailing address of the firm. An additional office of the firm is in Philadelphia, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-506-3899 or by fax 215-561-6246. The normal business hours are 9 am - 6 pm on Monday - Friday. You can find more information about the New York firm at trapezafunding.com.