Redgrove Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 166142
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.13%
- Individuals4.87%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Redgrove Capital LLC is an independent, owner-operated Registered Investment Adviser structured as an LLC that focuses on fee-based portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and serves a predominantly individual and family client base rather than institutional or pension plans. Its advisory offering centers on discretionary portfolio management; the firm does not position itself as an ESG- or pension-focused consultant and is not reported as a multi-state or related adviser.
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
Asset composition
- Exchange Traded Equities76%
- Public Funds/Mutual Funds21%
- Cash & Cash Equivalents3%
Contacts
1 of 1Michael Lee
Investment AdvisorCRD 5852804
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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