RED TREE MANAGEMENT, LLC
Firm details
- Headquarters
- REDWOOD CITY, California
- CRD number
- 311115
- Registered since
- March 29, 2024
- Website
- redtreeventurecapital.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1MATTHEW POTTER
Chief Financial OfficerCRD 6028188
Contacts
1 of 1Carrie Lukatch
MemberCRD 7527104
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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