SourcingSourcing

RESQ INVESTMENT PARTNERS, LLC

B57
CRD 169528·SEC 801-78822·SCOTTSDALE, AZ
AUM
$65.8M
$25M-$100M
Est. Revenue
$658K
@ 1% on AUM
Est. EBITDA
$197K
@ 30% margin
Est. Deal Value
$1.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RESQ INVESTMENT PARTNERS, LLC
CRD
169528
SEC file #
801-78822
EIN
—
DBA names
—

Economics

AUM
$65.8M
AUM band
$25M-$100M
AUM trajectory
'20'26
$76.8M → $65.8M▼ -14%
Client mix
Investment Companies2

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
SCOTTSDALE AZ
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
resqfunds.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FOSTER, TODD, MICHAEL
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
8
Control Persons
FOSTER, TODD, MICHAEL
GARD, DAVID, WAYNE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RESQFUNDS.COM
Rdap Domain Creation Date
2013-07-24T22:03:01Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-07-24T22:03:01Z
Rdap Domain Last Changed
2025-07-25T13:55:39Z
Rdap Nameservers
Ns01.domaincontrol.comNs02.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
3024634
Trust Company Affiliate
No

People (7)

7
FOSTER, TODD, MICHAEL
Direct Owner · 17.5%
3024634
DAVID WAYNE GARD
Direct Owner · 17.5%
722647
PAUL EDWARD KUJALOWICZ
Direct Owner · 17.5%
1020049
DONALD P QUALTERS
Direct Owner · 17.5%
3184519
GREER, JOHN, WILLIAM
Direct Owner · 7.5%
6148298
LEE, BRYAN, MATTHEW
Direct Owner · 7.5%
4779819
Taylor Renee Davis
Executive Officer · 2.5%
5384424