RED TREE MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
REDWOOD CITY, California
CRD number
311115
Registered since
March 29, 2024

Firm profile

FINTRX

Overview

Red Tree Management, LLC is organized as a limited liability company and became an SEC-registered adviser in 2024. The firm is owned by an individual and is recorded as an unclassified adviser. It does not present itself as an active ESG investor or a multi-state advisory platform, nor is it listed as a capital allocator or pension consultant. The firm serves in sponsor and general partner roles and acts as the managing member for pooled investment vehicles, indicating direct operating involvement in private fund management rather than a pure advisory-only model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MATTHEW POTTER

    Chief Financial OfficerCRD 6028188

Contacts

1 of 1
  • Carrie Lukatch

    MemberCRD 7527104

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

REDWOOD CITY, CA

SAN MATEO

Location

REDWOOD CITY, CA

Headquartered in REDWOOD CITY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
2055 Woodside Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth