Resmark Equity Partners, LLC (Los Angeles)

Name: Resmark Equity Partners, LLC
Address: 10880 Wilshire Bl. Suite 1420, Los Angeles, CA, 90024
Telephone: 310-474-8400 EXT 202

Resmark Equity Partners, LLC is a large advisory firm based in Los Angeles. It manages $623.59 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Texas, and Virginia.

Resmark Equity Partners 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.

Resmark Equity Partners: assets under management

The assets under management (AUM) of Resmark Equity Partners, LLC is $623.59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 344% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $623.59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $124.72 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Resmark Equity Partners, LLC for their services and products based on fixed fees and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Robert Kent Grahl serves?

The only and largest group of clients of Robert Kent Grahl is pooled investment vehicles with 5 clients and $623.59 million of assets under management. Among the 9 most similar advisory firms, Resmark Equity Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $623.59 million for 5 clients. None of the firm’s clients are foreign persons or businesses.

Resmark Equity Partners also advises several private funds. Namely, five real estate funds.

Careers at Resmark Equity Partners, LLC

The company employs 36 people that are either part- or full-time employees. 39 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.

Robert Kent Grahl has been acting as President since 1 Nov 1999. Kathleen Sue Briscoe joined the executive team most recently as the Outside Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Neil Goodman	Chairman and chief executive officer	1 Nov 1999	Other	2393808
Robert Kent Grahl	President/director	1 Nov 1999	Other	2374883
Llc Goodman Family Investments I	Manager/class a member	1 Nov 1999	75% - 100%	27-0493371
Ilan Bialer	Class d member	1 Nov 1999	Other	4474996
Daniel Weinstein	Class d member	1 Nov 1999	Other	4474998
Roger H. Licht	Outside director	1 Nov 1999	Other	4475005
Michael Richard Wagner	Svp of financial operations	1 Aug 2000	Other	4474936
Simon Micahel Lorne	Outside director	1 Feb 2002	Other	2723919
Phil Lee Rush	Executive vice president	1 Sep 2002	Other	4474946
Ziv Cohen	Executive vice president/director	1 Jan 2003	Other	5106139
Connie Louise Emmitt Stern	Senior vice president	1 Jun 2003	Other	2971177
Ira Richard Pianko	Outside director	1 Jun 2004	Other	4839277
Llc Goodman Family Investments Iii	Member	1 Oct 2004	50% - 75%	xxx-xx-xxxx
Llc Goodman Family Investments V	Member	1 Oct 2004	25% - 50%	83-0377569
Tracy Robinson	Senior vice president	1 Jan 2005	Other	5106140
Michael B Mccook	Director	1 Dec 2006	Other	2256683
Mitchell Goodman	Vice president	1 Sep 2010	Other	5904988
Jeffrey C Herrmann	Chief financial officer / chief compliance officer	1 May 2012	Other	6176874
Patricia Mae Bartlett	Chief operating officer - resmark apartment living	1 Sep 2014	Other	6463717
Kathleen Sue Briscoe	Outside director	1 Oct 2016	Other	4362213

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Trustees The Robert And Lori Goodman Living Trust Dated May 23 1985 Robert N Goodman And Lori Goodman	Member	1 Jan 2004	50% - 75%	xxx-xx-xxxx

Based in Los Angeles

The principal office where Resmark Equity Partners, LLC performs its advisory services is located at 10880 Wilshire Bl. Suite 1420, Los Angeles, CA 90024, which is also the mailing address of the firm. An additional office of the firm is in San Diego, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-474-8400 EXT 202 or by fax 310-474-8440. The normal business hours are 8:30am - 5:30pm on Monday - Friday. You can find more information about the New York firm at resmark.com.