Resnn Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,711,162
Clients
4
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage account size
$927,791
About
Resnn Investments is an independent registered investment adviser that provides discretionary portfolio management and financial planning through separately managed accounts to both individual (including Qualified Investors) and institutional clients. As of December 31, 2025 the firm reported approximately $3.71 million in assets under management for a very small client roster and may tailor accounts to include private equity investments.
The firm pursues a growth-oriented, tactical approach that combines fundamental, technical, quantitative and qualitative analysis to seek capital appreciation and momentum-based opportunities across individual equities, mutual funds and ETFs. To manage risk and pursue returns, the adviser may shift allocations among equities, cash, fixed income, commodities and alternative instruments and can employ strategies such as leverage, leveraged ETFs, short selling and frequent trading when deemed appropriate.
What distinguishes the firm from many peers is its use of performance-based compensation arrangements for eligible Qualified Investors — structured with high-water-mark and loss carryforward provisions — a feature that is uncommon among independent advisers. The firm also tends to work with a small number of larger or accredited/qualified clients and institutional accounts, and it may request investor status documentation when considering performance-fee arrangements or access to certain private investments.
Client services
Financial planning
Portfolio management
Expertise
Private / alternative investments
Active portfolio management
Concentrated stock management
Fee options
under $1,100,000.00+: 1.5% annually (assessed quarterly) $1,100,000.00 and above+: 1.2% annually (assessed quarterly) if no performance fee $1,100,000.00 and above+: 0.6% annually (assessed quarterly) with 12% performance fee $1,100,000.00 and above+: 0% management fee with 24% performance fee
Performance fees of 12% or 24% assessed quarterly on capital gains above high-water mark for Qualified Investors with AUM above $1,100,000.
Account minimum: $10,000 Fee-only: One-time financial planning fees vary based on complexity and client circumstances, agreed upon in advance, refundable within 30 days if dissatisfied.
Main office location
Resnn Investments, LLC
Highlands Ranch CO, United States
Number of offices
1
Most active in
Resnn Investments, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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