Redtree Investment Group
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 171615
- Registered since
- June 18, 2014
- Custodians
- U.S. BANCORP INVESTMENTS, INC., FIFTH THIRD SECURITIES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- State / Municipal Government99.9%
- Banking / Thrift Institutions0.08%
- Charitable Organizations0.02%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Redtree Investment Group is an institutional registered investment adviser organized as a limited liability company and SEC-registered since 2014. The firm is owned by an individual and concentrates on advisory work for institutional clients, with its primary advisory activity described as portfolio management for businesses and institutions. Fee arrangements include a percentage-of-AUM component and fixed fees. Redtree does not identify as an active ESG investor, is not a multistate adviser, and is not positioned as a pension consultant or capital allocator.
Assets & Accounts
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
- US Government Bonds58%
- Investment Grade Corp Bonds19%
- Other15%
- State & Local Bonds5%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2Kristin Prieur
Chief Compliance OfficerCRD 5690802
William Phelps
Chief Operations OfficerCRD 7886839
Contacts
3 of 6
Anthony Martino
Director of InvestmentsCRD 5968015
Timothy Livingood
Portfolio AnalystCRD 6842414
Jennifer Trowbridge
Co-Founder & Portfolio ManagerCRD 3000281
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cincinnati, OH
Hamilton
Location
Cincinnati, OH
Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 5050 Section Ave
- Time zone
- ET (UTC-5)
- Office locations
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