Redfish Capital

Overview

Redfish Capital is an independent, individually owned registered investment advisor operating as a limited liability company. The firm serves both individual and family clients as well as institutional accounts and provides a mix of financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and selection-of-other-advisers services. Its fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements. Redfish Capital identifies as a capital allocator and makes allocations to outside managers rather than relying solely on in-house strategies. The firm does not describe itself as an active ESG investor and is not identified as a multistate adviser in the source data. Industry relationships include connections with an accountant and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives