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Kevin Michael Lutz

Resolute Partners Group

San Francisco, CA

San Rafael, CA

CRD 5250397

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Employer firm

Resolute Partners Group CRD 300326

$1.91B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • ADVISORY CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Resolute Partners Group

39 Mesa Street Suite 210, San Francisco, CA 94129 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-05-22
  • CA RA
    APPROVED
    Since 2019-05-22

Branch Locations

39 Mesa Street Suite 210, San Francisco, CA 94129 • United States

San Rafael, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bbr Partners, Llc San Francisco CA 11/2014 04/2019
Resolute Partners Group Corte Madera CA 04/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-07-09
S63 Uniform Securities Agent State Law Examination 2007-01-15
  • S65 Uniform Investment Adviser Law Examination
    2018-07-09
  • S63 Uniform Securities Agent State Law Examination
    2007-01-15

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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