Redpoint Investment Advisors
Firm details
- Headquarters
- ,
- CRD number
- 311737
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Redpoint Investment Advisors is a small, client-focused registered investment adviser serving individuals and families, with occasional small-business relationships. The firm’s advisory work centers on discretionary portfolio management, delivered under a mix of asset-based fees and hourly consults. Redpoint’s stated investment preference is equities, and its portfolios are constructed predominantly with exchange-traded instruments and separately managed account frameworks rather than large allocations to cash or broad fixed-income sleeves. The firm does not present itself as a multi-state adviser, pension consultant, or capital allocator; it also does not identify as an active ESG investor.
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 Equities98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Jason Parrish
Founder & CIOCRD 7312545
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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