Redwheel

RIASEC Registered

Total AUM

$4.4B

Discretionary

$4.4B

100% of AUM

Avg account

$438M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 166517
Registered since: March 20, 2013
Website: www.rwcpartners.com
Custodians: J.P. MORGAN SECURITIES INC., STATE STREET BANK AND TRUST COMPANY, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Other54.06%
Pooled Investment Vehicles34.96%
Investment Companies10.99%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Redwheel is a Delaware-style limited liability company that operates as a hedge fund manager focused on institutional clients. The firm is registered with the SEC (registration year 2013) and performs portfolio management across investment companies, pooled investment vehicles and for businesses or institutional balance sheets. Redwheel also conducts business as a CPO/CTA and functions in sponsor/GP and managing-member roles for pooled vehicles. Its fee schedule includes asset-based fees plus performance fees and other ancillary charges. The firm does not present itself as an active ESG investor and is not positioned primarily as a capital allocator to third-party managers.