Resurgens Technology Advisors, L.P. (Atlanta)

Name: Resurgens Technology Advisors, L.P.
Address: 3630 Peachtree Rd. Ne, Atlanta, GA, 30326
Telephone: (678) 894-1447

Resurgens Technology Advisors, L.P. is a large advisory firm based in Atlanta. It manages $234.63 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Georgia.

Resurgens Technology Advisors 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.

Resurgens Technology Advisors: assets under management

The assets under management (AUM) of Resurgens Technology Advisors, L.P. is $234.63 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $234.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $78.21 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Resurgens Technology Advisors, L.P. 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.

What kind of clients Resurgens Technology Advisors serves?

The only and largest group of clients of Resurgens Technology Advisors is pooled investment vehicles with 3 clients and $234.63 million of assets under management. Among the 11 most similar advisory firms, Resurgens Technology Advisors has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $234.63 million for 3 clients. None of the firm’s clients are foreign persons or businesses.

Resurgens Technology Advisors also advises several private funds. Namely, three private equity funds.

Careers at Resurgens Technology Advisors, L.P.

The company employs 8 people that are either part- or full-time employees. 50 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Resurgens Technology Partners	General partner	1 Aug 2016	50% - 75%	81-3446339
John Baumstark	Chief compliance officer, managing director	1 Aug 2016	25% - 50%	6914263
William Alfred Sturgis	Managing director	1 Aug 2016	25% - 50%	2946303

Based in Atlanta

The principal office where Resurgens Technology Advisors, L.P. performs its advisory services is located at 3630 Peachtree Rd. Ne, Atlanta, GA 30326, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (678) 894-1447. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at resurgenstech.com/ and its LinkedIn profile.